The Ithaka Group provides ongoing investment advice to individuals, entities, and institutions. Ithaka focuses on investing in publicly-listed high-quality growth companies with long-term capital appreciation potential. Ithaka offers a single management style, concentrated growth, across various portfolio styles including US Large Cap Growth and International Large Cap Growth. Investment advice is provided on both a discretionary and non-discretionary basis.
Assets Under Management$550M
Clients127
Advisors3
Avg. per Client$4.4M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees on amounts over $100 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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