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Ivo Vassilev Ivanov

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
50,134 clients
Average Client Portfolio
$271K average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

GeoWealth's wrap fee program covers custody and trading fees. Clients are responsible for advisory fees set by their primary investment advisor, investment management fees based on the selected model, and a platform fee paid to GeoWealth. The platform fee (wrap fee) is calculated as a percentage of the average daily balance. Small accounts may be charged a minimum account fee, often $12.50. The platform fee varies based on whether UMA models or Fund Models are selected, with UMA models having a higher fee range. Fees are negotiable for accounts over $5,000,000.

Areas of Practice
Investment ManagementTax Planning
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Advisor Information

Office location

444 N. Michigan Avenue, Suite 3150, Chicago, IL, 60611

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Geowealth Management LLC
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
Amerivest Investment Management, LLC
January 2006 - January 2011 · 5 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
Ivo Vassilev Ivanov - Financial Advisor | AdvisorDiscover