Ittai Dvir
Ittai Dvir is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in North Bethesda, MD, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
North Bethesda, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ittai is an investment advisor representative for Plotkin Financial Advisors, LLC, taking about half of his time. He also has ownership stakes in several other entities including ID Financial Advisors, Inc., White Sands Capital, LLC, Monarch Global Partners, LLC, and Sentinel Financial Group.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Plotkin Financial Advisors, LLC
Pacific West Securities, INC.Broker
State Registrations7 states
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