Ithaca Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,948,934
Clients
76
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$275,644
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
Financial planning
Portfolio management
Expertise
Wealth management
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 location
Ithaca Wealth Management
Memphis TN, United States
Number of offices
1
Most active in
Ithaca Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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