Iadvise Partners

iAdvise Partners is a financial advisory firm based in New York, established in the State of New York and registered to conduct business in the state. The firm provides investment advisory and asset allocation services to individuals and corporations through discretionary and non-discretionary accounts tailored to each client's investment objectives. iAdvise offers customized discretionary portfolios, non-discretionary advisory services, family office services, and sub-advising for third-party and affiliate advisory programs. As of December 31, 2024, iAdvise managed approximately $190 million in assets under management, with fees typically ranging between 0.75% and 1.25% of the net asset value of the account. The firm does not engage in performance-based fees or principal transactions. Clients include high net worth individuals, corporations, and institutions, with a minimum account establishment value of $5 million. iAdvise follows a comprehensive Code of Ethics, ensuring integrity and professionalism in its operations. The firm does not vote proxies for client securities and maintains a Business Continuity Plan and information security program to safeguard client data.