Integrated Capital Planning (ICP) provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. Investment management uses third-party managers. ICP also offers company-sponsored retirement plan consulting. Gregory Fowler is the principal owner.
Assets Under Management$30M
Clients35
Advisors1
Avg. per Client$850K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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