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| Investor's Fiduciary Advisor Network LLC
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| CRD # | 159301 |
| SEC # | 801-111660 |
| CIK # | 0002044901 |
| AUM | 787.4 M (2026-03-20) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 425-372-7517 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/20/2026) [Brochure] |
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ITEM 5 - FEES AND COMPENSATION INVESTMENT MANAGEMENT In most situations, the fees (“Advisor Fees”) for Investment Management will be based on the amount of assets you have managed and on the rate noted in the advisory agreement (“Agreement”) you sign with us. The Advisor Fee can be flat, fixed or based on a schedule as noted in the Agreement, but in no case does the Advisory Fee exceed 2%. Your Advisory Fee will be automatically deducted from your accounts on a quarterly basis, although you can request that the Advisor send an invoice to pay directly. The Advisory Fee will be charged in advance or arrears as described on the Agreement you sign with the Advisor. If charged in arrears, your Advisory Fee will be collected at the end of the quarter. If in advance, your Advisory Fee will be collected at the beginning of the quarter. The Account value used in the Advisory Fee calculation will include all positions, cash, dividends (declared and paid), accrued income and interest payments unless specifically excluded in the Special Instructions section of the Agreement or in writing to the Advisor. When you open an account at the custodian, you are responsible for the transaction charges, fees and other expenses charged by the custodian. All Advisory Fees charged by the Advisor for Investment Managers are separate and distinct from the fees and expenses charged by mutual funds, exchange traded funds, Independent Managers and unit investment trust, etc. With funds and ETFs, the fees and expenses are described in each fund's prospectus and will generally include a management fee, other fund expenses, and a possible distribution fee. Similar to mutual funds and ETFs, Independent Managers charge fees that are separate and in addition to the Advisory Fee. Additionally, Programs have platform fees that are charged to access the Program’s Independent Managers. Accordingly, you should review and understand the fees charged by the mutual funds and ETFs, Independent Managers, Program platform fees, Custodian fees and the Advisory Fees charged by the Advisor to fully understand the total amount of fees to be paid. The value of alternative investments are included in the Advisory Fee calculation. The investments selected for you are not exclusively available only from us and could be obtained through other firms at potentially a lower fee. Also, all fees we charge may be lowered or waived for clients (depending on the bargaining power or investment sophistication level), family and friends of the Representative. In the event you terminate our Investment Management during a quarter, the fee is pro-rated for the portion of the quarter where services were provided. The termination date used is the date the Advisor or Client notifies the other party in writing (to address of record) of the termination. In the event the account is not available for electronically debiting the fee, Client agrees to pay the invoice for the partial quarter within 30 days of receipt. If you were charged in advance, you will be rebated the pro-rated portion of the fees for the quarter. FINANCIAL CONSULTING For clients who request the same, Financial Consulting is included for Investment Management clients. For standalone Financial Consulting, our fixed fee is up to $20,000 for engagement, or up to $10,000 for a financial plan. Under our fixed fee arrangement, any fee will be agreed in advance of services being performed and clearly shown on the Financial Consulting agreement. The fee will be determined based on factors including the complexity of your financial situation, agreed upon deliverables, and whether you intend to implement any recommendations with us. Some clients pay Financial Consulting on an ongoing basis, but in no case does the amount paid exceed $20,000 per year. Typically, we complete a plan or financial assessment within a month and will present it to you within 90 days of the contract date, if you have provided us with all information needed to prepare the financial plan. Consulting Fees are billed at the execution of the Financial Consulting Agreement. You may terminate the Financial Consulting agreement by INVESTOR’S FIDUCIARY ADVISOR NETWORK, LLC MARCH 20, 2026 | PAGE 3 providing us with written notice. There is no penalty for termination of your Financial Consulting agreement prior to the plan or consultations being delivered to you. RETIREMENT PLANNING SERVICES We charge advisory fees (“Retirement Advisory Fees”) for Retirement Plan Advisory Services which are calculated as a percentage of assets under management (“Assets”). Retirement Advisory Fees are based on a percentage of managed plan assets and will not exceed 2.00%. The fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the agreement signed with the client. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/20/2026) [Brochure] |
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ITEM 7 - TYPES OF CLIENTS We provide investment advice to individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts and estates. |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 14.7 | ||
| Microsoft Corp | 12.7 | ||
| Caterpillar Inc | 6.8 | ||
| Amazon Com Inc | 5.9 | ||
| Realty Income Corp | 4.7 | ||
| Nvidia Corp | 4.2 | ||
| Merck & Co Inc | 4.0 | ||
| Ensign Group Inc | 3.3 | ||
| Broadcom Inc | 3.1 | ||
| Visa Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($k) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 213.5 |
| (b) Individuals (high net worth individuals) | 235 | 571.9 |
| (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 | 7 | 1.5 |
| (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 | 6 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,236 | 787.4 |
| By Discretionary | ||
| Discretionary | 2,236 | 787.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,236 | 787.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 787.4 | |
| Total | 2,236 | 787.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044901] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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