Ian Post is a CFA, CFP-designated registered investment advisor at Fifth Set Private Wealth Management LLC, based in Harrison, NY, with 5 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Gen X, High Net Worth, and 2 more. Their firm serves 63 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable. Family account values may be combined to reach lower fee tiers. Flat annual fees ranging from $5,000 to $25,000 may be charged in lieu of asset-based fees.
Fee Estimator
Contact
Ian Post
Location
600 Mamaroneck Avenue, Suite 400, Harrison, NY, 10528
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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 →Employment History
Current Registrations
Fifth Set Private Wealth Management LLC
State Registrations3 states
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
Additional Information
Ian Post is the founder and principal of Larchmont, New York-based, Fifth Set Investment Advisors LLC, a Fee-Only, SEC registered investment advisory firm. Fifth Set provides investment management and financial planning services to busy Westchester professionals and their families.
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