Ivy Capital Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full or modular written plans, and one-time or as-needed consultations. Ivy Capital Management does not implement transactions for financial planning clients, and you are responsible for implementing their recommendations. They may recommend rolling over retirement accounts, which presents a conflict of interest.
Fee Structure
Ivy Capital Management charges an annual fee for managing your investments, ranging from 0.5% to 2% of your portfolio's value. The specific fee depends on the type of client, complexity, account composition, potential for deposits, relationship with the advisor, and total assets managed. Fees are billed quarterly in advance. Some clients may be charged a performance-based fee, not exceeding 20% of capital appreciation, in addition to the annual fee.