ILG Private Wealth helps clients choose third-party investment managers to handle their assets. ILG does due diligence on these managers. ILG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. ILG tailors its services to each client's needs and may place restrictions on investments based on client preferences.
ILG Private Wealth does not directly manage client investments. Instead, ILG directs clients to third-party investment managers. The fees charged by these managers are separate from and in addition to ILG's fees. ILG's maximum annual fee for directing clients to these managers is 2.75% of the total assets under management. These fees are negotiable.