Investment Dynamics Consulting Group (IDCG) offers investment advice to individuals, pension plans, trusts, estates, charities, and corporations. IDCG recommends portfolios of mutual funds and exchange-traded funds (ETFs) based on each client's goals and risk tolerance. IDCG monitors client portfolios and makes recommendations, but clients make all investment decisions. IDCG does not have authority to make trades without client consent.
Assets Under Management$16M
Clients11
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...