Icon Capital Management, LLC provides personalized investment management, financial planning, and general consulting services. Founded in 2001 and led by sole owner Steven A. King, the firm builds customized investment plans primarily using mutual funds, exchange-traded funds, and individual stocks. Icon Capital Management, LLC works with individuals, trusts, estates, and retirement plans, tailoring strategies to each client's specific financial goals and risk tolerance. When managing portfolios, the firm operates with the authority to make trades without asking first, while allowing clients to place specific restrictions on their holdings. In addition to ongoing portfolio management, the firm offers limited financial planning—such as cash flow and retirement analysis—as part of the investment management service. For clients who do not need continuous management, Icon Capital Management, LLC provides general consulting on a project basis. The firm custodies client assets primarily with Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual fee is up to 1.8%, depending on client type, account complexity, and relationship size. Fees may be negotiated.