| Advisor Profile |
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| Name: |
Ike Ikokwu, CFP®, CPA |
| Phone Number: |
(678) 648-1674 |
| Website: |
Visit Website
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Business Description |
| Imagine a portfolio built around your goals and dreams... that doesn't keep you awake at night. Are you ready to achieve financial peace of mind? If so, then you are ready to work with Atlanta's only investor coach - Ike Ikokwu, CFP®, CPA, RIA. |
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General Information |
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
14
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Commodities, Insurance, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA), Masters in Financial Services (MSFS)
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Life, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Million Dollar Roundtable, American Institute of Certified Public Accountants (AICPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
250+
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| Assets Managed by Firm: |
$1,700,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Hourly, Flat Fee, Commissions, Based on Assets
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| Prepared By: |
Ike Ikokwu, CFP®, CPA |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Bachelors degree in Accounting and a Masters degree in Personal Financial Planning. Licensed as a Registered Investment Advisor, Certified Financial Planner and Certified Public Accountant. Over 14 years of real world experience serving client needs within the financial planning industry. The atlanta area's only investor coach. |
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What is your approach to financial planning? |
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As an investor coach we believe that life long coaching, discipline, and rebalancing are some of the keys to managing your wealth. We are Free Market Portfolio Theorists and we use nobel prize winning academic research to capture market returns in broadly diversified asset classes resulting in the highest expected returns for our clients with the lowest amount of risk and volatility. |
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What services do you offer? |
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Tax Free Retirement Income Planning, Investment Planning, Retirement Planning, Wealth Management, Strategic Tax Planning |
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How many clients do you currently manage? |
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With our co-advisory firm we have over $1.7B of client assets under management |
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Will you be the only person working with me? |
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While you may interact with co-advisors, staff members, or other team members, I will be your investor coach and personal advisor. |
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How are you compensated? How will I pay for your services? |
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Either fee based or commission based depending on which financial instruments are deemed suitable to accomplish your goals. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Absolutely. However, if part of your assets are held in a professionally managed account then the manager will be responsible for those decisions. |
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Do you offer any guaranteed results? |
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Only those offered by the financial instruments themselves like CD's, government securities or insurance products. |
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How much risk should I be willing to take? |
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Depends on your personal risk tolerance which we determine before constructing your portfolio. |
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Have you ever been charged with any breaches? |
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