Integrated Capital Management Company provides investment supervisory services to clients. Their services include asset allocation, portfolio monitoring, and financial analysis. They primarily use mutual fund shares, exchange-listed, and over-the-counter securities. They tailor their advisory services to fit the individual needs of their clients, using a questionnaire to formulate a risk analysis to determine the best portfolio fit.
Assets Under Management$2M
Clients3
Advisors1
Avg. per Client$650K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$250
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.88% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...