Wealth Management

Consumer Services

Managed Accounts

Through LPL Financial, the financial advisors at Ixonia Wealth Management are able to offer various managed account platforms. Utilizing these fee-based asset management platforms allows you and your financial advisor to share a common goal – growing the value of your assets.

Utilizing managed account platforms, this long-term approach to investing ties your advisor's compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of the account.

Some of the common platforms Ixonia Wealth Management uses are:

Strategic Asset Management (SAM)
Multiple investment types including; stocks, bonds, certificates of deposits, mutual funds, REITs, annuities, and more, can be wrapped into one account with one consolidated statement for the client.

Model Wealth Portfolio (MWP)
Offers theme-based investment portfolios for a broad range of investor preferences, from income-focused portfolios to more aggressive wealth building portfolios.

We realize there is no "one-size-fits-all" solution. Your unique situation and investing objectives outline the method of your investing, as well as the types of financial products chosen to help achieve them.

To learn more about managed account platforms, or other financial products that may benefit you in your investment goals, please contact us today for a free, no-obligation consultation.

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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