Morris Kaufman
Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Less than $10,000 | 1.25% |
| $25,000 to $100,000 | 1.00% |
| $100,000 to $250,000 | 0.75% |
| Greater than $250,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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