Ivesta Corp. provides investment advisory services, primarily to ultra-high net worth families, on a non-discretionary basis. Ivesta offers services such as due diligence on third-party advisors and portfolio reviews to determine if they meet the client's needs. Ivesta sources investment solutions across all asset classes, conducts due diligence, and recommends suitable investments. The firm also offers administrative and concierge services for additional fees.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Ivesta’s fee will range between .50% and 1% depending on the size of the account at the commencement of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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