ILG Private Wealth is a registered investment advisor founded in 2018 and based in McMurray, Pennsylvania, led by John H. Iannucci. The firm primarily operates by selecting and vetting third-party money managers to handle client portfolios, utilizing a structured due diligence process that evaluates hundreds of potential managers. ILG Private Wealth tailors its approach to each client's individual risk tolerance, goals, and time horizon, while allowing clients to place reasonable restrictions on their investments. In addition to portfolio management services, ILG Private Wealth offers comprehensive financial planning covering areas such as retirement, taxes, estate planning, and insurance, as well as pension consulting services for employee benefit plans. The firm does not participate in bundled fee programs and maintains a strict focus on objective oversight of the selected third-party managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum annual fee is 2.75% on all assets. Fees are generally negotiable and are in addition to any fees charged by the underlying third-party investment managers.