New York Ivy Capital Management offers investment advice to individuals, high net worth individuals, trusts, estates, and corporations. Ivy Capital creates customized investment strategies based on each client's goals and risk tolerance. The firm monitors and rebalances portfolios regularly and communicates with clients quarterly or more often if needed.
Assets Under Management$12M
Clients27
Advisors1
Avg. per Client$430K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.98% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...