Ilg Private Wealth, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$46M
Clients141
Advisors2
Avg. per Client$330K
Avg. per Advisor$23M

Fee Structure

Minimum Investment:None

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.

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Location

2 Advisors at this firm