Skyscrapers and Sky

Investment
Advisory Services

Ithax Financial understands that the majority of asset managers utilize cookie-cutter portfolio models, simply repackaging the same products as all the other wealth advisors in the field. They have nothing innovative to offer their clients.  

 

Our investment models and strategies are developed with quantitative and statistical research which are thoroughly backtested using strategic allocation and modern portfolio theory. We construct our models to have more diversification and less volatility than the traditional risk model, such as the famous "60/40" model.

 

Ithax uses risk parity to match asset classes to economic risk. The portfolios are designed to outperform their benchmark with less volatility, lower beta, and less market drawdown.

Comprehensive
Financial
Planning

Personal Holistic Planning

Business Succession Planning

Hourly Rate

$400 / Hour

Investment Management

Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Individual, TOD, Joint (Joint Tenants with Rights of Survivorship & Tenants in Common), Custodial Accounts, and Trusts 

Management
Rates

$10,000 - 250,000                  (1.1%)

$250,001 - 500,000                (1.0%)

$500,001 - 1,000,000             (0.9%)

$1,000,001 - 2,500,000          (0.8%)

$2,500,001 - 5,000,000          (0.7%)

$5,000,001 - 10,000,000        (0.6%)

$10,000,001+                          (negotiable)

3(38) Plan
Fiduciary Services

401(a), 401(k), 403(b), & 457(b) Plans

Group retirement
rates

$0 - 1,000,000                           (0.55%)

$1,000,001 - 2,500,000            (0.50%)

$2,500,001 - 5,000,000            (0.45%)

$5,000,001 - 10,000,000          (0.40%)

$10,000,001 - 20,000,000        (0.35%)

$20,000,001 - 30,000,000        (0.30%)

$30,000,001+                            (negotiable)