Tiago Machry
Tiago Machry is a registered investment advisor at Ivanoff Wealth Management INC., based in Cypress, CA, with 1 years of industry experience. Tiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 657 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees up to 0.75% of assets under management annually. Ivanoff also has a co-advisory agreement with Gradient Investments, LLC, with fees of 1.50% annually, except for Preservation Portfolios which are 1.00% annually. Client Directed Accounts have a flat fee of $300 annually.
Fee Estimator
Location
6021 Katella Ave, Suite 125, Cypress, CA, 90630
Get directionsHistory
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
Tiago owns Family First Auto Sales since 2014, dedicating about 10% of his time to this non-investment related activity. He is also an insurance agent with Ivanoff Advisors & Associates since 2024, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Ivanoff Wealth Management INC.
State Registrations2 states
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