Steven King is a registered investment advisor at Icon Capital Management, LLC, based in Powell, TN, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 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
Icon Capital Management charges an annual fee of up to 1.8% for managing your investment portfolio. The exact percentage depends on factors like the type of client, complexity, account composition, potential for deposits, and the client's relationship with Icon. Minimum annual fees may apply. Fees are generally paid quarterly, in advance.
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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