Isadore Private Wealth offers investment management and financial planning services. For investment management, Isadore actively manages client portfolios, buying and selling stocks, bonds, and other investments. They consider your goals, risk tolerance, and financial situation. They also offer financial planning services, creating plans for a fixed or hourly fee. Isadore does not sell financial products or receive commissions.
Assets Under Management$6.7M
Clients9
Advisors1
Avg. per Client$740K
Avg. per Advisor$6.7M
Fee Structure
Planning is included in investment management (also available separately)
Isadore Private Wealth charges a percentage of your portfolio's value each quarter. The annual rate will not exceed 2% for portfolios under $1,000,000, and will not exceed 1% for portfolios over $5,000,000. The exact fee is negotiable.
Loading...