Monica Ivins is a CFP-designated registered investment advisor at Creative Planning, based in Knoxville, TN, with 3 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
3834 Sutherland Ave., Knoxville, TN, 37919
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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 Activities
Monica is an associate advisor and investment advisor representative at Sageview Advisory Group, LLC, a registered investment advisor, since September 2024. She spends about a quarter of her time providing advisory and financial planning services to clients and prospective clients.
Employment History
Current Registrations
Creative Planning
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Rather & Kittrell, INC.
Cetera Advisor Networks LLCBroker
Sageview Advisory Group, LLC
State Registrations4 states
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