Ideology Wealth Advisors, LLC offers personalized investment management services to individuals, particularly high-income medical professionals. They create tailored investment strategies based on clients' financial history, goals, risk tolerance, and other financial information. IWA focuses on value investing with a long-term horizon, using various research methods. They also work with clients' accountants and attorneys to discuss estate planning and tax efficiency.
Assets Under Management$75M
Clients71
Advisors3
Avg. per Client$1M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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