Ian Gardenswartz is a registered investment advisor at Idg Advisors, LLC, based in Denver, CO, with 26 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 95 clients with $92M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may differ based on client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements. Some existing clients will pay higher or lower fees than new clients. Related accounts are aggregated for fee calculation purposes. An additional per quarter administrative fee of $40 is charged.
Fee Estimator
Location
6825 E. Tennessee #235, Denver, CO, 80224
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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
Idg Advisors, LLC
State Registrations1 state
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