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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 03-24-2020
- Office Locations
- 1
Office Locations
About Ithaca Wealth Management
Ithaca Wealth Management is a fiduciary advisor serving the Finger Lakes region (including Cornell and Ithaca College faculty) with integrated financial planning and investment management for sudden wealth/inheritance, entrepreneurs, high-income accumulators, and modern retirees. They emphasize tax-efficient roadmaps tying investments, estate goals, and cash flow, and use a transparent “know what you own” approach built around a concentrated portfolio of ~35 companies. Long-term clients can earn an automatic fee step-down from 0.85% to 0.75%, with no minimums.
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Investment Themes
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Owner & Executives
MATTHEW CHARLES FOX
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6423839
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,948,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,948,934 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,948,934
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,535,416,905 | 68.5% |
| Public Funds | $2,545,483,686 | 31.5% |
| Total | $8,080,900,591 | 100.0% |