Ivory Wealth Management offers portfolio management and pension consulting services. Investment advice is limited to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements. The firm creates an Investment Policy Statement for each client to tailor services to their individual goals, objectives, time horizon, and risk tolerance.
Assets Under Management$8.7M
Clients29
Advisors1
Avg. per Client$300K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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