Ipsen Advisor Group offers investment advice to individuals, high net worth individuals, trusts, and estates. Services include investment management, where they create and manage portfolios based on client goals, and financial planning, which covers various aspects of a client's financial situation like cash management, retirement, and estate planning. Ipsen Advisor Group manages accounts on a discretionary basis.
Assets Under Management$220M
Clients341
Advisors3
Avg. per Client$640K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Ipsen Advisor Group charges an annual fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows. The fee is calculated monthly, in advance, based on the market value of your portfolio at the end of the previous month.
The annual fees are:
- $0 - $1,000,000: 1.15% - 1.50%
- $1,000,000 - $2,500,000: 0.9% - 1.35%
- $2,500,000 - $5,000,000: 0.60% - 1.20%
- $5,000,000 - $10,000,000: 0.40% - 0.95%
- $10,000,000 - $15,000,000: 0.25% - 0.75%
- $15,000,000 +: 0.15% - 0.65%
Loading...