Ifrah Financial Services

Wealth Management Firm in Texarkana, TX

Firm Info
Address: 5321 Summerhill Rd, Texarkana, TX 75503, USA
Phone: (903) 838-0003

Firm Size
Assets Under Management: $428.6 million
# of Advisors: 9
# of Clients: 623
Client to Advisor Ratio: 69:1
Average Account Size: $687,971
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ifrah Financial Services, Inc. Overview

Ifrah Financial Services, Inc. is a fee-only investment advisory firm that has been in business since 2005. Based in Little Rock, AR, the firm is focused solely on providing investment advice to their clients. They offer a range of services to both individuals and small businesses, including financial planning and portfolio management. Their pension consulting services are also available to those looking to manage their retirement funds. Additionally, Ifrah Financial Services, Inc. can help clients in the selection of other advisors if needed. They are committed to offering objective advice to their clients while ensuring that their interests align with the clients' goals. Their advisory services are comprehensive, and they maintain their commitment to the highest standards of professionalism and ethics in every aspect of their work. As part of their commitment to keeping clients informed, Ifrah Financial Services, Inc. also publishes periodicals and newsletters that contain valuable information, insights, and analysis related to the financial industry. Clients can rely on this information to help them stay up to date on the latest trends and developments, and to make informed decisions about their investments. Overall, the firm's services are designed to help clients achieve their financial goals, manage risk and maximize returns.

IFRAH FINANCIAL SERVICES, INC. provides comprehensive financial services to a broad range of clients, including individuals, high net worth individuals, pension or profit sharing plans, state or municipal government entities, and various other corporation types not listed. The firm recognizes that every client has unique financial goals and needs and therefore offers customized solutions tailored to specific goals. IFRAH FINANCIAL SERVICES, INC. offers several fee structures that depend on the service provided. Clients have the option to choose a percentage of assets under management (AUM) fee, where the firm charges a percentage of the clients' total investment value. Alternatively, they can opt for an hourly fee, where the firm charges for advising services on an hourly basis. Lastly, fixed fees are available for particular services, including financial planning or tax preparation. Whatever fee structure the client chooses, it is always outlined and agreed upon in advance to avoid any surprises. Overall, IFRAH FINANCIAL SERVICES, INC. strives to provide excellent service at an affordable and transparent cost.

Typical Clients, Fee Structures & Investment Minimum

According to IFRAH FINANCIAL SERVICES, INC.'s Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is unclear what the minimum investment requirement is for their services.

How This Office Can Help Texarkana, TX Residents

Ifrah Financial Services assists clients in Texarkana, TX by providing various financial services to help them achieve their goals. The financial situation in Texarkana, TX might vary depending on the individual's income, debts, and future plans. For instance, one of the major financial challenges faced by people in Texarkana, TX is managing their debts while trying to save for retirement. Ifrah Financial Services offers debt management and investment services to help clients balance their finances and plan for the future. In addition to debt management, Ifrah Financial Services assists clients in Texarkana, TX with tax planning, risk management, and investment management. With years of experience and knowledge in the financial industry, their team of financial advisors provides sound financial advice and guidance to help clients make informed decisions about their money. Whether someone is planning for retirement, saving for a child's education, or looking to protect their assets, Ifrah Financial Services works with clients to develop a customized financial plan that meets their needs and goals.

To view the Minimum Investment and Fee Schedule for Ifrah Financial Services, Inc., visit their Part 2 Brochure.

Services Offered by Ifrah Financial Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ifrah Financial Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5321 Summerhill Rd, Texarkana, TX 75503, USA
Phone (903) 838-0003
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 17300 CHENAL PARKWAY, SUITE 150, LITTLE ROCK, AR 72223-5876, United States

This firm has no other locations.

State Registrations

Ifrah Financial Services, Inc. is registered to service clients in the following states:

  • Arkansas
  • California
  • Florida
  • Illinois
  • Louisiana
  • Tennessee
  • Texas

Disciplinary History

Ifrah Financial Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.