Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee Estimator
IVP charges an annual fee based on assets under management, as detailed in the fee schedule. For stand-alone financial planning or consulting services, the hourly rate is $300. They also charge hourly for rebalancing 529 plans. A minimum annual fee of $10,000 generally applies, potentially making services cost-prohibitive for clients with less than $1,000,000 in assets, though this may be waived at IVP's discretion.
Areas of Practice
Advisor Information
Office location
4742 N 24th Street, Suite 300, Phoenix, AZ, 85016
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Daniel owns an eBay re-selling business since 2019, obtaining and selling items. He spends about 10-20% of his time on this, with minimal time during trading hours.