Ivanoff Wealth Management Fees & Minimum

Overview

Headquarters: Cypress, CA
Total Firm Assets: $174 million
Average High-Net-Worth Client Portfolio Size: $5.3 million

Fee Disclosure

Source: ADV2A AND 2B SEC (2026-04-14) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.80%
$3,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	$25,000,000	0.40%
$25,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$63,000	0.63%
$50 million	$198,000	0.40%
$100 million	$348,000	0.35%

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: 45.97%
Number of High-Net-Worth Clients: 15
Total Client Accounts: 618
Discretionary Accounts: 618

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 325275

ADV2A AND 2B SEC (2026-04-14) (fee schedule source) · View brochure text

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

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