Icon Capital Management offers financial planning, investment portfolio management, and general consulting services. Icon works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. Icon manages investment portfolios on a discretionary basis, meaning Icon can make trades without asking the client first.
Assets Under Management$44M
Clients44
Advisors1
Avg. per Client$1M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management
Icon Capital Management charges an annual fee of up to 1.8% for managing your investment portfolio. The exact percentage depends on factors like the type of client, complexity, account composition, potential for deposits, and the client's relationship with Icon. Minimum annual fees may apply. Fees are generally paid quarterly, in advance.
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