Assets Under Management
$1.2B
Number of Clients
219
Number of Advisors
7
Average Client AUM
$5.7M
AUM per Advisor
$177.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
iCapital, LLC offers personalized investment management to qualified retirement plans, individuals, trusts, charitable organizations, corporations, and small businesses. Services include financial planning strategies, portfolio structuring, and ongoing quarterly portfolio reports. They also provide consulting services in areas like retirement plan fiduciary services and compliance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, although iCapital reserves the right to charge fees that are less than those set out above and or to waive account minimums.
62 Plympton Street, Boston, MA, 02118