Amber Pavlovich is a registered investment advisor at Ivanoff Wealth Management INC., based in Cypress, CA, with 1 years of industry experience. Amber 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ivanoff Wealth Management INC.
State Registrations1 state
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