Institutional Capital Management (ICM) offers investment advice to public funds investors like city and county governments and hospitals. ICM works with clients to develop investment objectives based on their needs, including liquidity, risk tolerance, and investment preferences. ICM analyzes each client's financial condition, local economy, and cash flow to develop a suitable investment strategy. Clients participate in the decision-making process, and ICM monitors portfolios regularly to ensure compliance with regulations and client policies.
Assets Under Management$580M
Clients11
Advisors1
Avg. per Client$53M
Avg. per Advisor$580M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.20% |
| $10.0M - $50.0M | 0.15% |
| $50M+ | 0.06% |
Fees are negotiable. The fee for assets between $10,000,001 - $50,000,000 can range from 0.15% to 0.20%. The fee for assets above $50,000,000 can range from 0.056% to 0.12%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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