Ithaca Wealth Management offers investment management using various asset classes like ETFs and individual stocks. They tailor investment advice to your needs and objectives, offering both discretionary and non-discretionary portfolio management. They also provide financial planning services covering areas like retirement, education savings, and charitable giving. Ithaca Wealth Management may refer clients to other specialists like accountants or attorneys.
Assets Under Management$13M
Clients72
Advisors1
Avg. per Client$180K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Ithaca Wealth Management also offers a loyalty program that reduces your annual household fee by 0.05% on your two-year and five-year account anniversaries. The annual portfolio management fee for non-profits, foundations, and endowments is a flat 0.35%, regardless of asset size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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