Emily Deconcini
Emily Deconcini is a registered investment advisor at Ip Financial Advisory Services LLC, based in Parma Heights, OH, with 4 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
Parma Heights, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily is the owner/operator of DeConcini Wealth Management LLC for marketing purposes, dedicating minimal time. She also works at her family's restaurant, Maha's Falafil, cooking, prepping food, and taking orders about 10-20% of the time.
Employment History
Current Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Innovation Partners LLC
Previous Registrations
Great Lakes Retirement, INC.
The Huntington Investment CompanyBroker
LPL Financial LLCBroker
State Registrations1 state
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