Ian Auerbach is a registered investment advisor at Meadowbrook Advisors, based in Cali, with 30 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 147 clients with $310M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiable. Total blended fee, including Meadowbrook Advisors' fee and the Independent Manager's fee, will not exceed 2.50% annually.
Fee Estimator
Location
Cali
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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 →Other Business Activities
Ian serves on the board of directors and as treasurer for the Interfaith League of Devotees, a charitable foundation. He dedicates minimal time to this activity, assisting with budget management, investment portfolio oversight, and overall organizational vision.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Meadowbrook Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
State Registrations6 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.