John Iannucci is a registered investment advisor at Ilg Private Wealth, INC., based in Mcmurray, PA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 141 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ILG Private Wealth does not directly manage client investments. Instead, ILG directs clients to third-party investment managers. The fees charged by these managers are separate from and in addition to ILG's fees. ILG's maximum annual fee for directing clients to these managers is 2.75% of the total assets under management. These fees are negotiable.
Location
157 Waterdam Road, Suite 270, Mcmurray, PA, 15317
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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 ActivitiesSells Insurance
John is an attorney at Iannucci Law Group, which he founded in 1996, although this is not his primary focus. He is also a licensed insurance agent selling life insurance, dedicating about half of his time to legal work.
Employment History
Current Registrations
Ilg Private Wealth, INC.
Previous Registrations
Horter Investment Management, LLC
State Registrations4 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.