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Introduction
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.
Business Details:
Todd J Marescalco
todd@ifsvalue.com
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.
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.
Business Details:
Todd J Marescalco
todd@ifsvalue.com
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.
Contact Info
Address:
200 S Executive Dr, 101, Brookfield, WI 53005
Brookfield
Wisconsin 53005
United States
Brookfield
Wisconsin 53005
United States
Tel:
262-384-3370
Website:
http://www.investmentfeesolutions.com/
Offering
- Investment Fee Solutions
- Increase Wealth Accumulat
- Wealth Management Consult
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8 | 8 | ||||
| Tuesday | Open | 8 | 8 | ||||
| Wednesday | Open | 8 | 8 | ||||
| Thursday | Open | 8 | 8 | ||||
| Friday | Open | 8 | 8 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
Meet Our Team (1)
Todd J Marescalco
Investment Fee Solution Wealth Management Consultant and Financial Advisor
Investment Fee Solutions, Inc. (IFS) is the only company of its kind and employs the only process by which our clients are guaranteed significantly enhanced investment performance by controlling investment management fees and expenses. IFS do not manage assets or encourage clients to change their advisory relationship. Rather, we analyze all costs associated with a portfolio, identify inefficiencies and negotiate cost savings on behalf of high net worth entities with banks, broker dealers, insurance companies, registered investment advisors and other financial institutions, thereby increasing your net worth - and with no cost or risk to our clients.
"The punishing impact of investment expenses on wealth is like wind, sun and rain pounding on painted wood over time. There is a lot of damage."
The New York Times; "The Erosive Effect of Expenses on Portfolio Value
For every $10,000 of investment expense per year an investor can expect a portfolio reduction of approximately $500,000 over 20 years, if compounding at 8%. IFS professionals have decades of experience in the investment world and will analyze your portfolio expenses and negotiate expense reductions with your provider(s). We are only compensated after successfully reducing your fees and only as a percentage of your first year's savings.
Fee structures are complex and there is no "one size fits all". Advisors provide the exact same advice and products to many investors; however, lower account balances may pay $10,000 year after year while larger accounts often pay hundreds of thousand dollars per year.
"The punishing impact of investment expenses on wealth is like wind, sun and rain pounding on painted wood over time. There is a lot of damage."
The New York Times; "The Erosive Effect of Expenses on Portfolio Value
For every $10,000 of investment expense per year an investor can expect a portfolio reduction of approximately $500,000 over 20 years, if compounding at 8%. IFS professionals have decades of experience in the investment world and will analyze your portfolio expenses and negotiate expense reductions with your provider(s). We are only compensated after successfully reducing your fees and only as a percentage of your first year's savings.
Fee structures are complex and there is no "one size fits all". Advisors provide the exact same advice and products to many investors; however, lower account balances may pay $10,000 year after year while larger accounts often pay hundreds of thousand dollars per year.
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