Ira Koyner is a registered investment advisor at Triathlon Partners LLC, based in Weston, CT, with 9 years of industry experience. Ira 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, Investment Management, and 2 more. Their firm serves 30 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Weston, CT
Get directionsHistory
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
Ira is the president of Triathlon Partners LLC, which will be a DBA for his Guardian and PAS business, but he spends no time on it currently. Ira also receives commissions from selling life, health, disability, and long-term care insurance.
Employment History
Current Registrations
Triathlon Partners LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Triathlon Partners LLC
Sg Americas Securities, LLCBroker
Morgan Stanley & CO. LLCBroker
State Registrations2 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.