Investment Fee Solution Wealth Management Consultant and Financial Advisor

Investment Fee Solution Wealth Management Consultant and Financial Advisor

Financial Services in Brookfield, Wisconsin

Financial Services Insurance Taxes

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Location

200 S Executive Dr, 101, Brookfield, WI 53005,
Brookfield , Wisconsin 53005 UNITED STATES

About Investment Fee Solution Wealth Management Consultant and Financial Advisor

Investment Fee Solutions Is an Innovator in the Investment World
Our Value
Your benefit

5years ----- 183700
10 years ----- 457400
15 years ------ 865100
20 years ------ 1472600

Why Investment Fee Solution

We do not manage assets. We enhance wealth through creative cost reduction strategies. The total amount of investment management fees and expenses you pay significantly reduce long-term wealth accumulation.
Your consultant won't tell you this; we just did. Investment Fee Solutions (IFS) represents you. We negotiate fee reductions with banks, broker dealers, insurance companies, Registered Investment Advisors and other financial institutions, increasing your investment returns, and with no cost to you.

The method by which clients are charged for financial advice is one of few, if any, pricing models that are not based on cost, training, education, time or results.

Investment Fee Solution Team

DANIEL A. DUHIG, CFP (President / CEO)

Dan began his career at Blunt, Ellis & Loewi, now known as Wells Fargo Advisors, and later moved to Merrill Lynch. Throughout his career he has served as a Financial Advisor, a Senior Vice President/Branch Manager and a Senior Vice President/Complex Director. During his career, Dan has managed 15 brokerage offices and approximately 175 Financial Advisors representing in excess of 35,000 clients. He has extensive experience with all manner of commissions, fees, charges and internal operating expenses paid by investors, as well as methods by which advisors are compensated


TODD J. MARESCALCO, AAMS (Chief Operating Officer)

Todd began his career as a financial advisor at A.G. Edwards, a firm which was purchased by Wachovia. He was recruited by Merrill Lynch, serving as financial advisor with expertise in ERISA retirement plans and financial planning for executives and business owners before joining U.S. Bank.


Investment Fee Solution Services

IFS professionals are uniquely qualified to analyze accounts, identify pricing inefficiencies and negotiate lower fees for your benefit. IFS do not make investment recommendations; manage client accounts or custody assets.

Risk-Free
We earn our compensation only when we successfully negotiate fee reductions for you. If we do not lower your investment fees you owe us nothing guaranteed.

Here to Help
We have no conflicts of interest and exist to help you meet your goals


Additional services

• Your broker changes firms
• You are considering a different broker
• Your broker retires or leaves the industry
• Change in ownership/ your advisory firm is acquired



Guaranteed Performance Enhancement


• Reduced investment fees GUARANTEE significantly enhanced returns in any market condition.

• There is no cost or risk to you. IFS are compensated based on a percentage of your first year savings only, so you benefit immediately.

• IFS know the industry.

• IFS have gained the inside knowledge of fees and expenses and - more importantly to you - how they can be reduced.

• We will have the "awkward" conversations for you.

• It's truly all about the money! Do you want to leave more money to your family or to your brokers?


Investment Fee Solutions represents the interests of its clients and only those interests as they relate to investment management fees. IFS do not sell or recommend any financial product or service, nor do we provide investment advice.

Investment Fee Solutions guarantees confidentiality and does not sell or otherwise distribute private client information.


Todd J Marescalco
262-384-3370
200 S Executive Dr, 101, Brookfield, WI 53005
Visa/Master, Amex, Discover, Check, PayPal, Cash
Monday- Friday: - 8:00 am - 8:00 pm.
Saturday-Sunday: - Closed.

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Investment Fee Solution Wealth Management Consultant and Financial Advisor 262-384-3370
200 S Executive Dr, 101, Brookfield, WI 53005,
Brookfield , Wisconsin 53005 UNITED STATES
$
Investment Fee Solution Wealth Management Consultant and Financial Advisor

Detail information

Company name
Investment Fee Solution Wealth Management Consultant and Financial Advisor
Category
Financial Services
Rating
Not Rated
Tags
financial investment advisor,  first investment financial services
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Investment Fee Solution Wealth Management Consultant and Financial Advisor

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