Advisor at Interactive Financial Advisors
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Firm
Interactive Financial Advisors
Location
Heathsville, VA 22473
Credentials
Series 63, Series 66
Industry experience
19 years
Fixed fees for financial planning services ranging generally from $48 to $7,500, negotiable depending on scope and complexity
$0 - $24,999: 0.95% - 2.45% (Non 403b accounts, Invest With Trust service) $25,000 - $49,999: 0.90% - 2.40% (Non 403b accounts, Invest With Trust service) $50,000 - $249,999: 0.80% - 2.30% (Non 403b accounts, Invest With Trust service) $250,000 - $499,999: 0.71% - 1.91% (Non 403b accounts, Invest With Trust service) $500,000 - $999,999: 0.62% - 1.82% (Non 403b accounts, Invest With Trust service) $1,000,000+: 0.50% - 1.70% (Non 403b accounts, Invest With Trust service) $0 - $24,999: 1.02% - 2.52% (403b accounts, Invest With Trust service) $25,000 - $49,999: 0.97% - 2.47% (403b accounts, Invest With Trust service) $50,000 - $249,999: 0.87% - 2.37% (403b accounts, Invest With Trust service) $250,000 - $499,999: 0.72% - 1.92% (403b accounts, Invest With Trust service) $500,000 - $999,999: 0.57% - 1.77% (403b accounts, Invest With Trust service) $1,000,000+: 0.42% - 1.62% (403b accounts, Invest With Trust service) $1,000 - $24,999: 1.35% (Legacy service) $25,000 - $49,999: 1.30% (Legacy service) $50,000 - $249,999: 1.25% (Legacy service) $250,000 - $499,999: 1.21% (Legacy service) $500,000+: 1.00% (Legacy service)
Some Investment Adviser Representatives (IARs) are also registered representatives and may earn commissions and 12b-1 fees through securities broker-dealer activities; insurance commissions may also be earned by some IARs
$100 to $400 per hour for modular financial planning or general consulting services
Account minimum: $1,000 minimum, with some strategies requiring $2,000 to $25,000 minimum Minimum fee: Account service fees: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more (Invest With Trust service); $12.50 per quarter for Legacy service accounts Fee-only: Portfolio management fees based on percentage of assets under management; fixed fees for financial planning ($48 to $7,500); hourly fees for consulting ($100 to $400 per hour)
Fortune Financial Services
2020 - Present (6 years)
Brooklight Place Securities, Inc.
2017 - 2020 (3 years)
Pinnacle Financial Planning, LLC
2014 - Present (12 years)
Interactive Financial Advisors
2012 - Present (14 years)
Gwn Securities Inc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 65
Kinsale, VA
East West Investment Advisors, LLC
CFP®, Series 66
Kilmarnock, VA
Davenport & Company LLC
Series 63
Kilmarnock, VA
&PARTNERS
Series 66
Kilmarnock, VA
Davenport & Company LLC
Series 66
Kilmarnock, VA
OSAIC Institutions, INC.
Series 66
Kilmarnock, VA
Davenport & Company LLC
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