Karen Iannucci is a registered investment advisor at Ilg Private Wealth, INC., based in Mcmurray, PA, with 7 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 143 clients with $83M 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 | 2.75% |
Maximum annual fee is 2.75% on all assets. Fees are generally negotiable and are in addition to any fees charged by the underlying third-party investment managers.
Fee Estimator
Location
157 Waterdam Road, Suite 270, Mcmurray, PA, 15317
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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
Karen is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes nearly full-time hours to this activity.
Employment History
Current Registrations
Ilg Private Wealth, INC.
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.
Exams
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