Investment Consulting Services (ICS) offers financial planning, investment management, and wealth management services to individuals and high-net-worth individuals. Financial planning covers cash flow, college savings, financial goals, investment analysis, retirement planning, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Wealth management combines investment management and financial planning.
Assets Under Management$0
Clients73
Advisors2
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
ICS offers investment management services and wealth management services, both based on a percentage of the value of your investments. The annual fee will not exceed 2.00%. The fee is negotiable and will be listed in your client agreement.
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