Icon Imperial provides investment advisory services, managing portfolios on a discretionary basis based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, investing in various securities. Icon also offers financial planning services, including portfolio customization and tailored investment advice. They publish a newsletter with economic and market analysis for a monthly fee.
Icon Imperial charges a quarterly fee, paid in advance, based on the amount of your portfolio. The annual fee ranges from 1% to 2% of your portfolio. This fee may be negotiable. You are also responsible for custodial and trading fees.