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IFMGroup

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Client assets under management

$4,000,000

Clients

7

29% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

4

Very Low

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

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Fee options

Fixed

Fixed fee for comprehensive financial planning services ranges from $1,500 to $2,500 per plan, negotiated in advance

Percentage

$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%

Project-based

$250 to $400 per hour for advisory services, negotiated in advance

Other

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

More info

California

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

6265529688

Advisors at this firm

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user avatar

Ling L

Series 66

Monrovia, CA

IFMGroup

Ling Lu is a financial advisor at IFMGroup with 20 years of industry experience. He holds a Series 66 designation and has been with Investment & Financial Management Group since 2006. Outside of his advisory role, Ling Lu serves as president of a life insurance agency in Monrovia, CA. IFMGroup provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with selective active funds and manages roughly $4 million in assets across seven client accounts.

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management
user avatar

Yang G

Series 65

Monrovia, CA

IFMGroup

Yang Gao is a financial advisor at IFMGroup with four years of industry experience. He holds a Series 65 designation and has worked at Investment & Financial Management Group LLC since 2021. Prior to that, he was affiliated with Transpacific, where he also works part-time as an independent insurance agent assisting clients with life and annuity products. IFMGroup provides personalized financial planning and investment management services to individuals, trusts, small businesses, and other entities. The firm uses a strategic asset-allocation approach combining passive index funds and selectively chosen active funds, managing approximately $4 million in assets across seven client accounts.

General retirement planning General tax planning Wealth management Passive / index investing Active portfolio management
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