Ivy League Financial Advisors provides personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and retirement plans. The firm creates customized investment portfolios categorized primarily as either Growth or Withdrawal strategies, utilizing open-ended mutual funds, exchange-traded funds, index mutual funds, and individual bonds. In addition to managing investments, Ivy League Financial Advisors offers standalone financial planning and consulting covering areas such as estate planning, insurance planning, retirement, and cash flow analysis. The firm operates on a fee-only basis and acts legally required to act in your best interest when providing advice.
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% |
Fees are negotiable. The firm may charge lesser or higher fees or flat fees based on various criteria.
