IGW Advisory provides investment advisory and management services to high-net-worth individuals. IGW Advisory actively manages investments to align with the specific risk and return objectives of individual clients. IGW Advisory does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.80% |
| $100.0M - $150.0M | 0.40% |
| $150M+ | 0.40% |
Does not include carried interest performance fees related to alternative investments. IGW Advisory may also receive performance-based compensation for the Clients equal to a percentage of the net income allocated to each Client for the year, but only to the extent net income allocated to that Client exceeds any cumulative losses that were allocated to that Client for earlier periods and that have not been recovered (a “high water mark”). This performance-based compensation is generally between 0.4% and 0.8% and is typically made at the end of each calendar year.