Ithaca Wealth Management provides personalized investment management and financial planning services for individuals, families, non-profits, foundations, and endowments. Ithaca Wealth Management builds portfolios using exchange-traded funds, mutual funds, equities, and fixed-income securities, tailoring strategies to match each client's goals, risk tolerance, and time horizon. Clients can choose discretionary portfolio management, where Ithaca Wealth Management handles trading without prior approval, or non-discretionary management. Financial planning is typically included alongside investment management services, covering retirement, savings, education, and investment planning. For clients seeking only financial planning without investment management, Ithaca Wealth Management offers one-time fixed-fee engagements. The firm also features a loyalty pricing program that reduces annual household fees on two-year and five-year account anniversaries, and charges a flat rate for non-profits, foundations, and endowments.
Fee Structure
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% |
Features a loyalty pricing program reducing household fees by 0.05% on the two-year and five-year account anniversaries. Non-profits, foundations, and endowments pay a flat 0.35%. Fees are negotiable.