With over 30 years of experience in the financial services industry in the US and Europe, I can provide people with conviction, consistency and clarity in my professional advice. My practice strives to bring tailored, institutional level services to
private clients whether that is through retirement planning and analysis, investment
management and financial planning. Our business model is transparent and cost effective for stand-alone services as well as wealth management.
IBEX Wealth Advisors, based in Bedminster, NJ, is a team with a shared vision of Independence, objectivity and excellence. My BA is from Reed College in Economics and my MBA from Columbia
University in International Finance and Economics. Series 6 and 63 held with LPL Financial and Series 65 held with Ibex Wealth Advisors LLC.
IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions. We pride ourselves in providing objective advice where the interests of our clients always come first. The firm rest on three pillars: clarity, consistency and conviction. Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.
General Information |
| Firm Start Year: | 2012 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | 1644617 |
| Name of Broker/Dealer: | LPL Financial LLC |
| Name of Custodial Firm: | LPL Financial LLC |
| States Licensed in: | AL, AZ, CO, CT, DE, FL, GA, IL, IN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VT, VA, WY |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Commodities, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life |
Firm Information |
| Firm's Number of Clients: | 894 |
| Assets Managed by Firm: | $677mm |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | negotiable |
| Hourly Rate: | $150-$300 |
Education |
| Masters of Business Adminstration - International Finance and Economics | Columbia University
- New York, NY 01/1990-05/1991 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf LPL WiserAdvisor Cash Solicitor Disclosure |
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Additional Detailed Disclosures |
Disclaimer |
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Ibex Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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