Ivanoff Wealth Management offers ongoing asset management services, determining investment goals, time horizons, objectives, and risk tolerance. Clients may have a financial plan completed at no additional cost. Ivanoff may hire sub-advisors or co-advisors to manage client accounts. Ivanoff also has a co-advisor relationship with Gradient Investments, LLC.
Assets Under Management$150M
Clients657
Advisors3
Avg. per Client$240K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees up to 0.75% of assets under management annually. Ivanoff also has a co-advisory agreement with Gradient Investments, LLC, with fees of 1.50% annually, except for Preservation Portfolios which are 1.00% annually. Client Directed Accounts have a flat fee of $300 annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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