Ivory Wealth Management provides personalized portfolio management and employee benefit plan consulting. Ivory Wealth Management creates tailored investment strategies, asset allocations, and investment policy statements based on each client's specific goals, time horizon, and risk tolerance. The firm handles various investments including mutual funds, exchange-traded funds, equities, fixed income securities, annuities, and private placements. As a registered investment advisor, Ivory Wealth Management is legally required to act in your best interest. Clients retain ultimate control over their accounts because Ivory Wealth Management does not have the authority to make trades without asking first. There is no minimum account size required to work with the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable.