|
⚲
|
| Keyboard |
| Inman Financial Services Inc
✚
|
|
|---|---|
| CRD # | 297414 |
| SEC # | 801-120660 |
| CIK # | |
| AUM | 197.5 M (2026-04-10) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-906-2650 |
| Address | 12703 SW 67th Avenue Portland, OR 97223 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/10/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
A. Fee Schedule
Portfolio Management Fees
Total Assets Under Management Annual Fees
The first $500,000 (up to $500,000) 1.00%
The next $500,000 (up to $1,000,000) 0.90%
The next $500,000 (up to $1,500,000) 0.80%
The next $500,000 (up to $2,000,000) 0.70%
The next $500,000 (up to $2,500,000) 0.60%
The next $500,000 (up to $3,000,000) 0.50%
Assets above $3,000,000 0.40%
Multiple client accounts utilizing the tiered fee schedule will be aggregated for calculation
purposes. IFS uses the value of the account as of the last business day of the billing period, after
taking into account deposits and withdrawals, for purposes of determining the market value of
the assets upon which the advisory fee is based.
Fee formula description: For purposes of calculating the client’s portfolio management
fees described above, an example is offered below for a sample $1,200,000 account:
• For that portion of the client’s account(s) up to $500,000 the adviser will
charge an annual fee of 1.00% as described above, resulting in an annual fee of
$5,000 on the first $500,000; plus
• For that portion of the client’s account(s) exceeding $500,000 but not
exceeding $1,000,000, the adviser will charge an annual fee of 0.90% as
described above, resulting in an annual fee of $4,500 on the portion between
$500,000 and $1,000,000; plus
• For that portion of the client’s account(s) exceeding $1,000,000 but not
exceeding $1,200,000, the adviser will charge an annual fee of 0.80% as
described above, resulting in an annual fee of $1,600 on the portion between
$1,000,000 and $1,200,000.
This would result in a total annual fee of $11,100 on the sample $1,200,000 account.
These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s
Investment Advisory Agreement. Clients may terminate the agreement via written notice without
penalty, and for full refund of IFS’s fees, within 5 business days of signing the Investment Advisory
Agreement. Thereafter, clients may terminate the agreement immediately upon written notice.
Financial Planning Fees
Fixed Fees
The fixed rate for creating client financial plans is between $700 and $5,000. This fee is based
upon an hourly rate of $150-250/hour depending on the employee completing the work and is
based on an estimate of the total staff hours it will take to prepare the plan. These rates are
generally negotiable, and the final fee schedule will be memorialized in the client’s Financial
Planning Agreement.
Clients may terminate the agreement via written notice without penalty, and for full refund of
IFS’s fees, within 5 business days of signing the Financial Planning Agreement provided that the
meeting to review the completed financial plan has not already taken place.
Clients have the option to purchase investment products that IFS recommends through other
brokers or agents that are not affiliated with IFS.
B. Payment of Fees
When required by law, IFS will send the client a written invoice that includes the fee, the formula
used to calculate the fee, the fee calculation itself, the time period covered by the fee, and, if
applicable, the amount of assets under management on which the fee was based. The invoice will
also contain the name of the custodian(s) and the account number(s). IFS will send these invoices
to the client concurrent with the request for payment or actual payment of the adviser’s advisory
fees. Clients are encouraged to compare this information with the fees listed in the account
statement and the fees specified in the Investment Advisory Agreement.
Payment of Portfolio Management Fees
Asset-based portfolio management fees are withdrawn directly from the client's accounts with
client's written authorization on a quarterly basis. Management fees will be prorated based upon
the number of days the account was open with regard to any partial quarterly billing periods.
Payment of Financial Planning Fees
Financial planning fees are paid via check or credit card. Fixed financial planning fees are paid
upon completion. IFS will deliver the plan to the client when it has been completed. In the case of
early termination prior to completion of the plan, IFS will only deliver the prepared portion of the
plan for which payment has been received.
C. Client Responsibility For Third Party Fees
Clients are responsible for the payment of all third party fees (i.e. custodian fees, brokerage fees,
mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the fees and
expenses charged by IFS. Please see Item 12 of this brochure regarding broker-dealer/custodian.
D. Prepayment of Fees
IFS collects its fees in arrears. It does not collect fees in advance.
E. Outside Compensation For the Sale of Securities to Clients
Neither IFS nor its supervised persons accept any compensation for the sale of investment
products, including asset-based sales charges or service fees from the sale of mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/10/2026) [Brochure] |
|---|
Item 7: Types of Clients
IFS generally provides advisory services to the following types of clients:
• Individuals
• High-Net-Worth Individuals
For financial planning services, IFS doesn't require an account minimum. For investment management
services, IFS requires a minimum total investment of $250,000 or a minimum account size of $50,000. This
is negotiable at the discretion of IFS and in certain circumstances. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 54.4 |
| (b) Individuals (high net worth individuals) | 65 | 137.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 625 | 197.5 |
| By Discretionary | ||
| Discretionary | 625 | 197.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 625 | 197.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 625 | 197.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Safir Wealth Advisors LLC
✚
|
198.2 M | |
|
Constant Guidance Financial LLC
✚
|
MA | 198.0 M |
|
Wealth Management Group Inc
✚
|
NC | 197.7 M |
|
Boardwalk Financial Strategies LLC
✚
|
WI | 197.6 M |
|
Rydar Equities Inc
✚
|
TX | 197.4 M |
|
Osprey Capital Management Corp
✚
|
FL | 197.2 M |
|
Concordia Wealth Management LLC
✚
|
MA | 197.1 M |
|
Continental Investors Services Inc
✚
|
WA | 196.8 M |
|
The Bendix Financial Group Inc
✚
|
NY | 196.6 M |
|
Certified Planners Inc
✚
|
CA | 196.6 M |