Isadore Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Isadore Private Wealth, LLC provides discretionary investment management through its Isadore Managed Account Program (IMAP) and offers project-based or hourly financial planning to individuals, families, trusts, charitable organizations, and small businesses. The firm reports approximately $11.6 million in discretionary assets under management as of December 2025 and charges fee-only, percentage-of-AUM advisory fees with ongoing portfolio monitoring and regular client reviews.
The investment process combines global intermarket analysis, a value-investing framework, and tactical portfolio design to identify a small number of high-conviction opportunities each year and to construct focused portfolios that typically lean toward equities. Advisors exercise discretionary trading authority within client guidelines, apply tactical asset allocation as conditions change, and generally limit single positions at purchase to no more than 10% of portfolio value with average position sizes of three to five percent.
A distinctive aspect of the firm is that its principal discloses affiliations outside the firm—ownership of Isadore Retirement Group, LLC and service as an investment adviser representative with another advisory firm—which the brochure notes may give rise to potential conflicts and which clients may accept or decline. The brochure also describes practices intended to align advisor and client interests (e.g., allocating advisor trades alongside client trades), states that the firm does not accept custody or vote client proxies, and notes that financial planning may be provided free to some advisory clients depending on complexity.
Client services
Expertise
Fee options
Minimum project fee of $1,200; project-based planning available at negotiated flat fee
$0 - $1,000,000: Up to 2% annually $1,000,001 - $5,000,000: $5,000,001+: Up to 1% annually
$175 per hour for limited scope financial planning
Fee-only: Fee-only practice; no commissions or referral fees accepted
Main office
13561 S. West Bay Shore Dr., Suite 200
Traverse City MI 49684
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)