Ivan Capital Management, founded in 1996, manages investment portfolios for individuals, businesses, trusts, and retirement plans. Ivan Capital Management uses a value investing approach, seeking undervalued companies. The firm tailors its approach to each client's needs, considering their objectives for portfolio stability, growth, and income generation. Portfolio values are updated frequently, and accounts are monitored regularly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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 and may be adjusted under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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