Investment Capital Management provides investment advice on mutual funds, fixed annuities, variable insurance products, and options. The firm primarily advises on the allocation of clients’ mutual funds and variable annuity sub accounts. Investment Capital uses trend analysis to make investment decisions. Clients grant Investment Capital a limited power of attorney to effect exchanges within the same family of mutual funds and subaccounts within a variable annuity contract.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |