IVC Wealth Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in selecting a suitable portfolio. IVC Wealth Advisors also offers consulting services to pension and employee benefit plans, including 401(k) plans. They may recommend third-party money managers and have a platform provider and subadvisor arrangement with Vise to assist with managing certain client portfolios.
Assets Under Management$450M
Clients580
Advisors6
Avg. per Client$780K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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