Andre Rapoport is a CFP-designated registered investment advisor at Ibex Wealth Advisors, LLC, based in Bedminister, NJ, with 4 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 892 clients with $1.3B 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 | 1.60% |
Annual investment advisory fee is negotiable up to 1.60% of total assets under management based on objective and subjective factors including asset size, scope of services, and complexity.
Fee Estimator
Location
135 Us Highway 202 206, Ste 4, Bedminister, NJ, 07921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ibex Wealth Advisors, LLC
State Registrations2 states
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