Ivan Capital Management is a registered investment advisor founded in 1996 and based in Longmont, Colorado, owned and operated by Mark F. Ivan. The firm specializes in managing personalized investment portfolios for individuals, businesses, trusts, and retirement plans. Ivan Capital Management follows a value-investing philosophy, searching for quality companies and bonds that are currently out of favor or under-researched in the market. The firm utilizes economic sector research, fundamental analysis, and proprietary valuation tools to build tailored core portfolios focused on stability, growth, and income generation. In addition to ongoing portfolio management, the firm accommodates clients with hourly consulting arrangements upon request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees and account minimums are negotiable under special circumstances. A flat rate may also be charged for portfolio management.