Isakov Planning Group (IPG) offers financial planning, wealth management, and family office services. Financial planning includes comprehensive and limited plans. Wealth management can be discretionary or non-discretionary, primarily using exchange traded funds. Family office services are for high-net-worth clients and include financial planning, wealth management, and professional management. IPG may recommend tax, legal, and pension consulting firms but receives no compensation from them.
Assets Under Management$55M
Clients583
Advisors1
Avg. per Client$95K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be adjusted upwards or downwards, subject to a minimum annualized fee of 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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