Interactive Financial Advisors Fees & Minimum

Overview

Headquarters: New Lenox, IL
Total Firm Assets: $240 million
Average High-Net-Worth Client Portfolio Size: $1.6 million
Stated Minimum Account Size: $1,000

Fee Disclosure

Source: INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-02-04) · View brochure text
Latest filing: INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$25,000	2.45%
$25,001	$50,000	2.40%
$50,001	$250,000	2.30%
$250,001	$500,000	1.91%
$500,001	$1,000,000	1.82%
$1,000,001	and above	1.70%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$19,688	1.97%
$5 million	$87,688	1.75%
$10 million	$172,688	1.73%
$50 million	$852,688	1.71%
$100 million	$1,702,688	1.70%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 21.61%
Number of High-Net-Worth Clients: 32
Total Client Accounts: 2,075
Discretionary Accounts: 2,075

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 125117

INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-03-27) · View brochure text
INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-02-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Interactive Financial Advisors