Steven King is a registered investment advisor at Icon Capital Management, LLC, based in Powell, TN, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 44 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual fee is up to 1.8%, depending on client type, account complexity, and relationship size. Fees may be negotiated.
Fee Estimator
Location
Powell, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Icon Capital Management, LLC
State Registrations1 state
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