Ivanoff Wealth Management Inc.

Ivanoff Wealth Management provides discretionary asset management and complementary financial planning to individuals — including high‑net‑worth clients — as well as retirement plans, corporate and institutional investors and other registered investment advisors. The firm documents client goals and may complete financial plans at no additional cost, and it can implement portfolios directly or by engaging sub‑advisors or a co‑advisor.

Investment management is delivered largely through third‑party sub‑advisors and a formal co‑advisor relationship; the firm describes a due‑diligence process that evaluates managers on qualitative and quantitative factors and monitors models to keep them aligned with client objectives. Portfolios may include equity, fixed income and alternative exposures and are tailored to each client’s time horizon, objectives, risk tolerance and any client‑imposed restrictions.

Ivanoff is distinctive in operating with a relatively high client load per advisor (618 clients with two advisors listed), and in disclosing an affiliated insurance practice whose representatives may receive commission compensation and devote substantial time to insurance activities — a conflict the firm states it discloses and seeks to mitigate. The brochure also reports recent material changes (updated AUM and revised fee schedules) and describes a fee‑sharing/incentive arrangement with its co‑advisor that links advisor participation to AUM thresholds.