Ian Post is a CFA, CFP-designated registered investment advisor at Fifth Set Private Wealth Management LLC, based in Harrison, NY, with 4 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 63 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
The firm may combine account values of family members to determine the applicable advisory fee. The firm may elect to charge a flat annual fee in lieu of asset-based fees. These fees generally range from $5,000 to $25,000 based on the complexity and needs of the client. Hourly fees will be charged at a rate of up to $300 per hour depending on the length of time it will take to complete the advisory service and on the nature and complexity of the individual client’s personal circumstances.
Fee Estimator
Contact
Ian Post
Location
600 Mamaroneck Avenue, Suite 400, Harrison, NY, 10528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fifth Set Private Wealth Management LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Ian Post is the founder and principal of Larchmont, New York-based, Fifth Set Investment Advisors LLC, a Fee-Only, SEC registered investment advisory firm. Fifth Set provides investment management and financial planning services to busy Westchester professionals and their families.