Karen Iannucci is a registered investment advisor at Ilg Private Wealth, INC., based in Mcmurray, PA, with 6 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 141 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ILG Private Wealth does not directly manage client investments. Instead, ILG directs clients to third-party investment managers. The fees charged by these managers are separate from and in addition to ILG's fees. ILG's maximum annual fee for directing clients to these managers is 2.75% of the total assets under management. These fees are negotiable.
Location
157 Waterdam Road, Suite 270, Mcmurray, PA, 15317
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes nearly full-time hours to this activity.
Employment History
Current Registrations
Ilg Private Wealth, INC.
State Registrations1 state
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