ICW Investment Advisors provides investment management and wealth management services to high-net-worth families. ICW helps clients with financial planning, retirement income planning, investment management, risk management, tax planning, estate planning, trust administration, and philanthropic plans. ICW does not provide legal, accounting, actuarial, or tax advice, nor does it sell insurance products.
Fee Structure
ICW Investment Advisors charges an annual fee for combined investment management and wealth management services. The investment management portion is 0.50% annually. The wealth management portion varies between 0.50% and 1.25% annually, based on factors like the complexity of services, time required, and client responsiveness. The total annual fee generally varies between 1.00% and 1.75%. ICW does not offer these services independently.
