Ithaca Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ithaca Wealth Management provides discretionary portfolio management and financial planning to a mix of individual clients, corporations and small businesses, as well as non-profits, endowments, and foundations. The firm primarily advises on ETFs and equity securities and charges asset-based advisory fees while tailoring portfolio construction to each client’s goals and risk tolerance.
The adviser employs a variety of analysis methods — including technical and charting techniques, fundamental and cyclical analysis, and modern portfolio theory — to build strategic and tactical model portfolios across multiple asset classes. Accounts are typically managed on a discretionary basis, clients invested in firm model portfolios are generally not permitted to restrict specific holdings, and trades are executed on an individual-account basis rather than aggregated as block trades.
Operationally, the firm uses a fully digital, no-commission custodian and discloses it receives no soft-dollar benefits or performance-based compensation. Distinctive features include multi-year loyalty pricing adjustments, a separate flat pricing approach for nonprofit and foundation clients, a policy of not voting client proxies, and management of roughly $21 million in client assets across about 75 relationships.
Client services
Expertise
Fee options
One-time fixed fee for financial planning services, mutually agreed upon
$0 - $1 Million: 0.85% $1 Million - $2 Million: 0.75% $2 Million - $5 Million: 0.65% $5 Million+: 0.45%
Fee-only: One-time fixed fee for financial planning services, mutually agreed upon
Main office
Memphis TN
Advisors at this office
1
Most active in
New York · Tennessee
Also doing business as
Ithaca Wealth Management · Ithaca Wealth Management, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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