Advisor at 1823 Wealth Management LLC
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Firm
1823 Wealth Management LLC
Location
Phoenix, AZ
Credentials
Series 63, Series 66
Industry experience
8 years
Ian Kothe Flescher is a financial advisor with 8 years of industry experience, currently affiliated with 1823 Wealth Management LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Mutual Securities, Inc. Outside of advising, he operates Flescher Consulting Services, LLC, which provides consulting services primarily to Omni Agent Solutions, LLC. 1823 Wealth Management offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm uses a strategic, diversification-focused asset allocation process informed by multiple analytical approaches and provides plan-level and participant-level retirement consulting services.
Based on 1823 Wealth Management LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
Fee-only: Investment management fees based on assets under management; financial planning included at no additional cost.
Phoenix, AZ
Arizona · California
Flescher Consulting Services, LLC
2022 - Present (4 years)
1823 Wealth Management, LLC
2021 - Present (5 years)
Mutual Securities, Inc.
2020 - 2021 (1 year)
Charles Schwab bank
2018 - 2020 (2 years)
Charles Schwab & Co. Inc,
2008 - 2020 (12 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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