IBD Wealth Management offers ongoing investment advisory services, creating investment plans based on individual client goals, risk tolerance, and time horizon. IBD Wealth evaluates current investments and provides investment strategies, asset allocation, and regular portfolio monitoring. IBD Wealth also provides advisory services to special purpose vehicles.
Assets Under Management$2.1M
Clients1
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
For non-discretionary accounts, IBD Wealth will charge between 0.50% and 1.50% of the Assets Under Management and is negotiable. For special purpose vehicle accounts, there is a management fee of up to 2% per year and a performance fee of 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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