Josef Macek
Josef Macek is a registered investment advisor at Ia Private Wealth (USA) INC., based in Winnipeg, with 2 years of industry experience. Josef operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iA Private Wealth (USA) charges an annual investment management fee based on a percentage of the assets they manage. This fee varies between 0.5% and 2.5%, depending on the amount you invest, the type of services you need, and negotiations. You'll also be responsible for fees charged by mutual funds and SMA account managers. Fees are deducted monthly from your account.
Location
238 Portage Avenue, 3rd Floor, Winnipeg, R3C 0B1
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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 ActivitiesSells Insurance
Josef is a Portfolio Manager at iA Private Wealth Inc., dedicating full-time hours to sales. He is also the President and owner of 7554061 MB LTD, a holding company for office property leasing, management, and insurance, dedicating minimal time to it.
Employment History
Current Registrations
Ia Private Wealth (USA) INC.
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.