IBEX Wealth Advisors offers investment management on a discretionary basis, where they make investment decisions for you. They also provide standalone financial planning and consulting services covering investment and non-investment related matters like estate and insurance planning. IBEX also offers retirement plan consulting services to plan sponsors. They use an online platform to show your complete asset allocation, including assets they don't manage, but they aren't responsible for those excluded assets.
Fee Structure
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.