Integrity Capital Management (ICM) manages investment portfolios using diversified strategies with mutual funds and exchange-traded funds. ICM also offers financial planning services, including retirement planning, tax planning, estate planning, and insurance planning. ICM works with individuals, trusts, and foundations, tailoring portfolios to meet each client's risk tolerance and return needs.
Assets Under Management$150M
Clients349
Advisors4
Avg. per Client$420K
Avg. per Advisor$36M
www.retirewithicm.com ·www.integrity-capital-mgmt.com ·www.facebook.com/integritycapitalmanagementking...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
For accounts above $5 million, the fee is negotiable. The fee to manage assets within a retirement plan may vary from the standard tiered schedule.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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