Investment Consulting Group INC
Assets Under Management
$2.6B
Number of Clients
184
Number of Advisors
2
Avg. Portfolio per Client
$14.1M
Avg. Managed per Advisor
$1.3B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Investment Consulting Group (ICG) provides asset management services to individuals, families, and institutions. ICG helps clients establish investment objectives, allocate assets, select investment managers, and measure performance. ICG generally provides its services on a non-discretionary basis, but may provide discretionary asset management services if a client prefers. ICG also offers retirement plan consulting services.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Institutional clients are charged a maximum of 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
5117 Jersey Ridge Road, Suite 1, Davenport, IA, 52807