INVESTMENT FIDUCIARY PLANNERS, LLC

Overview

Investment Fiduciary Planners, LLC is an independent, single-owner registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. It also operates as an insurance broker and describes itself as a capital allocator that directs client capital to external managers and products rather than building a large in-house fund platform. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices