I

IBN Advisory Services, Inc.

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Total assets under management

$184,948,056

More info

Total clients

1,503

3% high-net worth

Total advisors

4

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

376

Average account size

$123,053

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed financial planning fees range from $0 to $15,000 depending on the engagement.

Percentage

0.50% to 2.00% per annum, negotiable based on account size and complexity

Project-based

Financial planning hourly charges range between $125 and $350 per hour.

Other

Account minimum: No specified minimum account size; some third-party managers may require minimums which vary by strategy; minimums can be waived at firm's discretion Fee-only: Asset management fees generally range from 0.50% to 2.00% per annum; fees are negotiable and can be higher or lower depending on account and complexity.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

IBN Advisory Services, Inc.

404 Old Liverpool Rd.

Liverpool NY 13088, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

315-652-4426

Advisors at this firm

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William B

Series 66

Liverpool, NY

IBN Advisory Services, Inc.
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F L

Series 63, Series 65

Liverpool, NY

IBN Advisory Services, Inc.
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Robert S

Series 63, Series 65, Series 66

Bluffton, SC

IBN Advisory Services, Inc.
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Thomas P

Series 63, Series 66

Fair Haven, VT

IBN Advisory Services, Inc.
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Drew M

Series 65

Anaheim Hills, CA

IBN Advisory Services, Inc.
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James V

Series 66

Liverpool, NY

IBN Advisory Services, Inc.
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Joseph S

Series 63, Series 65

Liverpool, NY

IBN Advisory Services, Inc.
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