Isadore Private Wealth offers investment management and financial planning services. For investment management, Isadore actively manages client portfolios, making investment decisions without needing prior approval for each transaction. They consider each client's individual needs and market conditions. Financial planning services are also available, either free for investment clients (depending on complexity) or for a fee for other clients. Isadore uses a global investment approach.
Fee Structure
Isadore Private Wealth charges a fee based on the value of your portfolio. The fee is calculated at the end of each calendar quarter and charged at the beginning of the next quarter.
The fee will not exceed 2% per year for portfolios less than $1,000,000, and will not exceed 1% per year for portfolios over $5,000,000. The exact fee is negotiable.