I
IFMGroup
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,000,000
Total clients
7
29% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
4
Average account size
$571,429
About
IFMGroup provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm reports managing roughly $4 million in assets across seven client accounts and offers both discretionary and non‑discretionary portfolio management as well as standalone financial planning.
The firm employs a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index funds and ETFs for core exposure and selectively adds active funds, with investments typically implemented through no‑load mutual funds, ETFs and discount brokerage custodians. IFMGroup documents client objectives in an Investment Policy Statement, conducts at least annual reviews and executes trades under a limited power of attorney while clients retain custody of assets.
Noteworthy for a firm of its size, IFMGroup reports a significant non‑U.S. client base and discloses that its advisers are also licensed life and health insurance agents who may receive commissions from insurance sales; the brochure describes supervision and disclosures intended to address those conflicts. The combination of a very small, closely managed client roster and these insurance‑related activities makes its business model and conflict‑management disclosures more unusual compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fee for comprehensive financial planning services ranges from $1,500 to $2,500 per plan, negotiated in advance
$0 - $249,999: 2.00% $250,000 - $999,999: 2.00% $1,000,000 - $2,999,999: 1.75% $3,000,000 - $4,999,999: 1.50% $5,000,000+: 1.25%
$250 to $400 per hour for advisory services, negotiated in advance
Account minimum: $100,000 Minimum fee: Minimum annual fee is $2,000, negotiable Fee-only: Hourly fees range from $250 to $400 per hour for advisory services; Fixed fees for financial planning range from $1,500 to $2,500 per plan, negotiated in advance
Main office location
IFMGroup
185 W Chestnut Ave
Monrovia CA 91016, United States
Number of offices
1
Most active in
IFMGroup has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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