Overview

Headquarters
Los Angeles, CA
Total Firm Assets
$171 million
Average High-Net-Worth Client Portfolio Size
$5.9 million

Fee Disclosure

Source: FORM ADV 2A - IGW ADVISORY (2026-08-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000,000 1.00%
$100,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $100,000 1.00%
$50 million $500,000 1.00%
$100 million $1,000,000 1.00%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
100.00%
Number of High-Net-Worth Clients
29
Total Client Accounts
29
Discretionary Accounts
29

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
333479

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions