iA Private Wealth (USA) provides investment management services tailored to individual client needs. They offer managed accounts and separately managed accounts (SMA). Clients typically need a minimum of $250,000 to invest, though this may be waived. iA Private Wealth (USA) does not provide legal or tax advice.
Assets Under Management$96M
Clients132
Advisors10
Avg. per Client$730K
Avg. per Advisor$9.6M
iaprivatewealthusa.com ·www.linkedin.com/company/ia-private-wealth-usa/... ·iagestionpriveeeu.com/accueil
Fee Structure
Minimum Investment:$250K
iA Private Wealth (USA) charges an annual investment management fee based on a percentage of the assets they manage. This fee varies between 0.5% and 2.5%, depending on the amount you invest, the type of services you need, and negotiations. You'll also be responsible for fees charged by mutual funds and SMA account managers. Fees are deducted monthly from your account.
Loading...