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Andre Rapoport

3 Years of Experience
Bedminster, NJ

Andre Rapoport is a registered investment advisor at Ibex Wealth Advisors, LLC, based in Bedminster, NJ, with 3 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,014 clients with $960M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,014 clients
Average Client Portfolio
$950K average
Assets Under Management
$963.3M

Fee Structure

Planning is included in investment management (also available separately)

IBEX Wealth Advisors charges a percentage of the total value of your investments each year. This fee is negotiable, up to a maximum of 1.60%. The exact fee depends on factors like the amount of assets they manage for you, the level of service you need, and the complexity of your situation.

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Location

135 Us Highway 202 206, Suite 4, Bedminster, NJ, 07921

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ibex Wealth Advisors, LLC
September 2022 - Present · 3 yrs 7 mos
State Registrations2 states
NJTX
Advisor

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
No exam information available for this advisor.