Ivy May
Ivy May is a registered investment advisor at Northern Star Generational Wealth, based in Palo Alto, CA, with 1 years of industry experience. Ivy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
3000 El Camino Real, Suite 200, Building 4, Palo Alto, CA, 94306
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Regulatory History (1)
Regulatory
October 2020Employment History
Current Registrations
Northern Star Generational Wealth
Previous Registrations
Edward Jones
Edward JonesBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.