ICG Advisors offers personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. ICG also serves as the investment advisor to private pooled investment funds. ICG provides investment advice on a wide variety of U.S. and foreign investment products, including privately placed securities.
Assets Under Management$7.8B
Clients73
Advisors1
Avg. per Client$110M
Avg. per Advisor$7.8B
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.40% |
| $500.0M - $1000.0M | 0.30% |
| $1000M+ | 0.20% |
Client Accounts that engaged ICG prior to January 1, 2025, generally have lower management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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