Kristina Mcnamara is a CFA-designated registered investment advisor at Iconiq Capital, LLC, based in San Francisco, CA, with 7 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 791 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICONIQ Capital's fees are negotiated with each client and can be up to 1.5% of the value of the assets managed. Some clients pay incentive or performance fees based on the increase in the value of their accounts. Some clients have flat fee structures. Clients investing in ICONIQ Private Funds pay fees assessed by those funds, which may be higher, and the value of the investment is included in the advisory fee calculation, resulting in multiple layers of fees. In some cases, ICONIQ Capital may reduce or waive fees.
Location
50 Beale St., Ste 2300, San Francisco, CA, 94105
Get directionsHistory
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
Iconiq Capital, LLC
Previous Registrations
Corient
Bbr Partners, LLC
City National Rochdale
Cnr Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.