Charles
Skipper
Ifb Wealth Management LLC
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About this Advisor
Charles Skipper is a financial advisor based out of Miami, Florida who has 4 years of relevant experience. Skipper currently works for Ifb Wealth Management LLC. Over the course of their career, Skipper has held roles at International Finance Bank, Insigneo Securities, LLC, Acp Securities LLC and Ifb Wealth Management LLC. Skipper has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Ifb Wealth Management LLC is a registered investment firm headquartered in Miami, FL. It handles $136 million in assets among its 77 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 77 client accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Ifb Wealth Management LLC has a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the financial services provided. Fee types billed by Ifb Wealth Management LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifb Wealth Management LLC Brokerage Details
$135,759,628
6
77
$1,763,112
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Skipper Work History
Charles has been registered as a financial advisor for 4 years.*
Acp Securities LLC
Ifb Wealth Management LLC
International Finance Bank
Insigneo Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Skipper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ifb Wealth Management LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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