OI
OI
Obinna Ibeku
10 Years of Experience
Princeton, NJ
Obinna Ibeku is a registered investment advisor at Princeton Wealth Management Alliance, LLC, based in Princeton, NJ, with 10 years of industry experience. Obinna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 166 clients with $67M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
166 clients
Average Client Portfolio
$403K average
Assets Under Management
$66.8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
103 Carnegie Center Drive, Suite 324, Princeton, NJ, 08540
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Previous Registrations
Princeton Wealth Management Alliance, LLC
November 2025 - March 2026 · 4 mos
Exams
No exam information available for this advisor.