Icn Holding

Fee-Only (% of Portfolio)

US International Consulting Network (USICN), operating as ICN Holding, offers financial planning and asset management services. USICN specializes in serving non-U.S. residents, providing financial plans and recommending investment programs. For U.S. clients, financial planning is offered at no charge. USICN also recommends life and health insurance programs through its subsidiary, Worldwide Associates, Inc. USICN manages client assets through mutual funds, ETFs, and equities.

Assets Under Management$36M
Clients797
Advisors1
Avg. per Client$45K
Avg. per Advisor$36M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

USICN provides investment management services, charging a percentage of the assets they manage or review. The fees typically range from 1% to 2% annually, and are negotiable based on factors like the client's financial situation, the amount of assets, and the complexity of the services. Fees are billed quarterly, based on the account value at the end of the quarter.

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Location

1 Advisors at this firm

Icn Holding | TrueAdvisor