Doron Linz is a registered investment advisor at Ivy Advisors, LLC, based in Santa Barbara, CA, with 18 years of industry experience. Doron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
In addition to the 2% management fee, Ivy Advisors receives a Special Profit Allocation of 20% of the amount by which the Profits exceed the Unrecouped Losses.
Fee Estimator
Location
Santa Barbara, CA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Doron is an employee of both JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. As an employee of JPMorgan Bank, Doron can offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
Ivy Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
State Registrations1 state
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.