Ivy League Financial Advisors LLC

Ivy League Financial Advisors LLC is a Maryland Limited Liability Company established in August 1998 and registered as an investment adviser in February 1999. The firm offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. Clients can engage the firm for discretionary and/or non-discretionary investment advisory services on a fee-only basis. The annual investment advisory fee is based on a percentage of the market value of assets managed. Additionally, the firm provides financial planning and consulting services on a stand-alone fee basis. Ivy League constructs well-diversified investment portfolios tailored to clients' goals, objectives, and risk tolerances, falling into either "Growth" or "Withdrawal" categories. The firm primarily utilizes mutual funds, exchange-traded funds (ETFs), index mutual funds, and individual bonds. Clients have the option to engage the firm for retirement plan consulting services, including assistance with investment alternatives and participant education. The firm does not participate in performance-based fees, and clients are responsible for voting on proxies and making other investment-related decisions. The firm has not been subject to disciplinary actions or bankruptcy petitions and maintains appropriate financial conditions to meet its commitments. For more information, clients can contact Chief Compliance Officer Christopher Brown.