Ivy Capital Management LLC fees and pricing

Financial planner in Indianapolis, Indiana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Ivy Capital Management LLC charges $500⁠-⁠$750 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500⁠-⁠$750/hr; “An hourly fee of $500 to $750 per hour is charged by Ivy Capital Management for financial planning services under this arrangement.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
“If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
“The performance-based fee will be payable quarterly, in arrears.”

Its hourly rate of $500-$750 is above the Indiana median of $250. 98% of the 119 other Indiana planners that publish an hourly rate charge less.
29 of the 30 other planners in Indianapolis that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: No minimum stated in brochure
Employees: 1
Works with: Charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328984
Website: ivycapm.com (opens in new tab)
Phone: (212) 444-8383

Can advise clients in 2 states: Indiana, Louisiana

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.