Lily Poy is a CFP-designated registered investment advisor at Iconic Wealth Management, based in Fairfax, VA, with 16 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Iconic Wealth Management charges a percentage of your portfolio each year. The rate varies based on the amount you invest.
Investment Management:
- $200,000 – $499,999: 1.50% per year
- $500,000 – $1,000,000: 1.25% per year
- $1,000,000 – $4,999,999: 1.00% per year
- $5,000,000 and Above: 0.80% per year
Derivatives Strategy:
- $1 – $4,999,999: 1.50% per year
- $5,000,000 – $9,999,999: 1.25% per year
- $10,000,000 and Above: 1.15% per year
These fees are negotiable.
Location
Fairfax, VA
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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
Iconic Wealth Management
Previous Registrations
Ov Capital
AXA Advisors, LLC
Robert W. Baird & CO. Incorporated
Ferris, Baker Watts Incorporated
Ferris, Baker Watts Incorporated
State Registrations1 state
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