Ivy League Financial Advisors LLC

Wealth Management Firm in Rockville, MD

Firm Info
Address: 11 N Washington St #250, Rockville, MD 20850, USA
Phone: (301) 258-1300

Firm Size
Assets Under Management: $134.5 million
# of Advisors: 3
# of Clients: 323
Client to Advisor Ratio: 108:1
Average Account Size: $416,324
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ivy League Financial Advisors LLC Overview

IVY LEAGUE FINANCIAL ADVISORS LLC is a fee-only registered investment advisory firm that has been providing investment advice since 2006. The company is located in Rockville, Maryland and specializes in financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and educational seminars and workshops. The firm's fee arrangement is fee-only, which means that they are only paid by their clients and do not receive commissions or other forms of compensation from third parties. This ensures that their recommendations are unbiased and in their clients' best interests. In addition to investment-related services, IVY LEAGUE FINANCIAL ADVISORS LLC also offers other advisory services that do not involve securities. This can include advice on topics such as estate planning, tax planning, and risk management. Overall, IVY LEAGUE FINANCIAL ADVISORS LLC is a reputable registered investment advisory firm that provides a range of investment-related and advisory services to clients. Their fee-only structure promotes a transparent and client-focused approach to investing and financial planning.

Ivy League Financial Advisors LLC is a full-service financial advisory firm catering to a diverse range of clients. The firm's clientele comprises individuals seeking financial guidance, high net worth individuals, pension or profit-sharing plans, and charitable organizations. The firm is known for its customized approach and strong focus on client satisfaction. Their experts curate bespoke financial strategies as per the nature and objectives of the client, ensuring maximum returns on investment. Ivy League Financial Advisors LLC understands that fee structures play a crucial role in a successful client-advisor relationship. Therefore, they offer a range of fee structures that vary depending on the services provided. Clients can choose from percentages of assets under management (AUM), hourly rates, or fixed fees. Percentage of AUM suits clients who are interested in long-term investment plans, while hourly rates cater to clients who require specific services such as tax planning or estate planning. Fixed fees work best when clients have pre-defined financial goals and require personalized strategies to achieve them. Overall, the firm's flexibility regarding fee options makes them an attractive choice for clients seeking trustworthy, personalized financial advice.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for IVY LEAGUE FINANCIAL ADVISORS LLC is generally $500,000 for investment advisory services, as noted in their Part 2 Brochure. However, the firm may reduce this minimum or charge a lesser fee based on certain criteria, such as future earning capacity, account composition, and negotiations with the client.

How This Office Can Help Rockville, MD Residents

Ivy League Financial Advisors LLC assists clients in Rockville, MD by providing expert financial advice and services. The company offers a range of financial planning services, including investment management, retirement planning, tax planning, and estate planning. They tailor their services to meet the specific needs of each client, taking into account their financial situation, long-term goals, and risk tolerance. Rockville, MD residents may face a variety of financial challenges, including planning for retirement, managing debt, saving for college, and protecting assets. Ivy League Financial Advisors LLC has extensive experience working with clients in Rockville, MD and understands the unique financial challenges they may face in the area. They not only provide guidance on how to navigate these challenges, but also offer ongoing support to help clients achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Ivy League Financial Advisors LLC, visit their Part 2 Brochure.

Services Offered by Ivy League Financial Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ivy League Financial Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11 N Washington St #250, Rockville, MD 20850, USA
Phone (301) 258-1300
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Ivy League Financial Advisors LLC is registered to service clients in the following states:

  • District of Columbia
  • Maryland
  • Virginia

Disciplinary History

Ivy League Financial Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.