Ivy League Financial Advisors provides investment advice and financial planning to individuals, high net worth individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. They create investment portfolios based on a client's goals, risk tolerance, and investment objectives. They offer both growth and withdrawal portfolios, using mutual funds, ETFs, and individual bonds. Financial planning services are also available on a standalone basis or to implement financial planning recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Registrant, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive appliable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
