IKE Capital offers investment management services to individuals, pension plans, trusts, and other entities. IKE Capital allocates client assets among fixed income, individual equities, mutual funds, and exchange-traded funds based on the client's investment objectives. IKE Capital consults with clients to determine their risk tolerance and investment needs. In limited circumstances, IKE Capital recommends independent investment managers.
Fee Structure
IKE Capital charges an annual fee based on a percentage of the value of your investments. The specific percentage varies between 0.10% and 2.00%, depending on the amount of assets being managed and the type of investment management services provided. This fee does not include brokerage commissions or other transaction fees.