Investment Consulting Group manages investment portfolios and provides financial consulting for individuals, families, businesses, and retirement plans. Founded in 1990 and based in Davenport, Iowa, the firm creates customized investment strategies based on each client's personal financial situation, goals, and risk tolerance. Investment Consulting Group generally provides services on a non-discretionary basis, meaning clients approve trades before they are executed, though discretionary management is available if preferred. Services include establishing investment objectives, asset allocation, manager searches and selection, performance evaluation, cost containment, and general investment education. The firm primarily utilizes open-end mutual funds, exchange-traded funds, individual equity and fixed income securities, and third-party separate account managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Retail client fees do not exceed 1.0% annually, and institutional client fees do not exceed 0.5% annually. Fees are negotiable and may be structured as a flat fee on a case-by-case basis until assets reach an agreed-upon level.