Ivan Thornton is a registered investment advisor at Fiduciary Management Group, LLC, based in New York, NY, with 7 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 52 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FMG charges a percentage of the value of your portfolio for managing your investments. The exact percentage is negotiable and typically ranges from 0.75% to 2% per year, charged quarterly. The final fee depends on the complexity of the services and the client's needs.
Location
1120 Avenue of the Americas, 4th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fiduciary Management Group, LLC
Previous Registrations
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations2 states
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