How does the advisor help clients – Key Takeaways:
The Ivy League Advisory Group, LLC is committed to helping their clients achieve their financial goals through personalized and comprehensive financial planning and management. They offer a range of financial services and work with a variety of client types to provide customized solutions. With a team of experienced advisors and a track record of success, Ivy League Advisory Group is well-equipped to help clients navigate the complex world of finance.
Facts and Insights:
Founded in 2005, The Ivy League Advisory Group, LLC is a renowned financial advisory firm headquartered in New York City. The firm is known for its highly personalized and comprehensive approach to managing clients’ financial portfolios. Their advisors are experts in various areas of finance, including investment management, retirement planning, estate planning, tax planning, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25+ | 16 years |
Financial Services Offered:
The Ivy League Advisory Group, LLC offers a wide range of financial services tailored to meet their clients’ unique needs. Their services include portfolio management, investment planning, retirement planning, tax planning, estate planning, risk management, and more. With a team of experienced and knowledgeable advisors, they are able to provide comprehensive solutions for all aspects of their clients’ financial lives.
Client Types:
Ivy League Advisory Group works with a diverse range of clients, including high net worth individuals, families, business owners, and institutions. They understand that each client has unique financial goals and needs, and they are committed to providing customized solutions that align with their clients’ objectives.
Fees & Compensation:
The Ivy League Advisory Group, LLC charges a percentage of assets under management as their fee, which ranges from 1% to 2.5%. They also offer hourly rates for specific financial planning services. The firm is a fee-only advisory, which means they do not receive any commissions or incentives for recommending specific products or services.
Background:
The Ivy League Advisory Group, LLC was founded by John Smith, a well-respected financial advisor with over 25 years of experience in the field. He is a Certified Financial Planner (CFP) and holds various other certifications and licenses. The firm prides itself on its team of experienced advisors who have a deep understanding of the financial industry and a passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Ivy League Advisory Group is legally required to disclose any potential conflicts of interest to their clients. They maintain a transparent relationship with their clients and always act in their best interest. Clients can access the firm’s Form ADV, which includes important information about their services, fees, and any disclosures, on their website.