Joseph Assaf is a registered investment advisor at Icg Advisors, LLC, based in Los Angeles, CA, with 28 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.40% |
| $500.0M - $1000.0M | 0.30% |
| $1000M+ | 0.20% |
Client Accounts that engaged ICG prior to January 1, 2025, generally have lower management fees.
Fee Estimator
Location
11111 Santa Monica Blvd, Ste. 2100, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Icg Advisors, LLC
Previous Registrations
J.p.morgan Securities INC.
State Registrations2 states
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