The Ivy League Advisory Group offers non-discretionary asset management services, meaning they recommend investments but need your approval before making any trades. They also offer financial planning and consulting services, including ongoing planning. Additionally, they provide services to retirement plans, acting as a limited scope advisor. They also utilize third-party money managers and receive referral fees.
Fee Structure
The Ivy League Advisory Group offers investment management services where you retain final say on all trades. Fees are up to 1.5% of your portfolio annually, but this is negotiable. Fees are billed quarterly in advance.
When using the Orion Portfolio Solutions platform, total annual fees may not exceed 2.5% of your portfolio. This includes administration, account maintenance, and strategist fees.
For 529 plans, fees will not exceed 1.5% of assets and are billed quarterly in arrears.
They also use third-party money managers like Gradient Investments, LLC, where fees vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments, 1.00% to The Ivy League Advisory Group) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to The Ivy League Advisory Group)
- Private Wealth Portfolios: 1.50% annually (0.50% to Gradient Investments, 1.00% to The Ivy League Advisory Group)
- Client Directed Accounts: Flat fee of $300 annually to Gradient Investments.