Integrated Capital Management (iCM) offers investment management programs, providing services of an outsourced investment department to institutional investors, broker dealers, registered investment advisors, financial advisors and their clients. iCM offers proprietary investment solutions through managed money and private label programs using mutual funds and exchange traded funds. iCM also offers discretionary portfolio management services tailored to meet clients’ needs and investment objectives.
Assets Under Management$230M
Clients926
Advisors5
Avg. per Client$250K
Avg. per Advisor$46M
www.linkedin.com/company/integrated-captial-man... ·www.icm-invest.com ·www.youtube.com/@integratedcapitalmanagement
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000. Maximum annual advisory fee includes iCM's management fee, and the Client Adviser (if applicable).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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