Investment Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$6.4M
Clients55
Advisors1
Avg. per Client$120K
Avg. per Advisor$6.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Investment Capital Management, INC. | TrueAdvisor