International Private Wealth Advisors (IPWA) offers customized wealth management solutions through personal contact and investment management. IPWA works with clients to identify their goals, risk tolerance, and financial situation to create a portfolio strategy using mutual funds, ETFs, and individual securities. IPWA also provides financial planning services and may refer clients to other specialists. They may recommend unaffiliated turnkey asset management programs (TAMPs).
Fee Structure
IPWA charges an annual investment advisory fee ranging from 0.50% to 1.00% of your portfolio. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with IPWA. Fees may be negotiable. IPWA may recommend AE Wealth Management, LLC or Axxcess Wealth Management, LLC as platform providers.