Iadvise Partners
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Overview
Iadvise Partners is a financial advisory firm based in New York, New York. Iadvise Partners administers $159.7 million in assets throughout 37 accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small group, including 1 financial advisor. Iadvise Partners does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as equities, bonds and options.
Iadvise Partners oversees some of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without requiring client permission. It also administers 19 non-discretionary accounts with a total of $59.6 million in assets under management. The investment advisory firm oversees about $4.3 million in assets for each client account. The typical advisor at Iadvise Partners manages around 37 client accounts, making it about average in terms of personalization.
The company's central office is located at 747 Third Avenue, New York, New York 10017. Iadvise Partners is legally registered to serve investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iadvise Partners by the Numbers
$159.7 million
2
37
$4.3 million
Products and Services
Iadvise Partners offers a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Notably, the firm did not provide financial planning services to any of its accounts in the previous financial year. It is not engaged in selling products or offering services aside from investment advice to its investment advisory accounts. The firm is also affiliated with a number of other companies in the financial services industry, including with a real estate broker or dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually depend on which services the firm provides the client. Fee types charged by the company can include the following fee structures: asset-based or fixed. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 37 clients, Iadvise Partners's largest client type is high net worth investors, although it also serves nine high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 100% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 90%
- Other Individuals - 10%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Iadvise Partners does not have any disclosures.
Please visit its Form ADV for more details.
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