IFA Models and Data

Basic models, performance data

Open an Investment Account- Request

Small accounts under $5,000

Gets you off to the right start based on your risk tolerance

Standard Models over $5,000

Designed to match your investing goals based on your risk tolerance.

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Preference Models

We can add up to 2 of these and no more than 20% of a portfolio.

Our Battle Born Promise

We explain your choices clearly.
We identify important costs, limitations, and tradeoffs.
We make recommendations based on the information you provide.
We tell you when another professional or solution may be a better fit.
And we care about what happens after the decision is made.

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Brent Leavitt, CFP®, is an Investment Advisor Representative of Interactive Financial Advisors, a registered investment advisory firm.

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