Ironview Capital Management (ICM) offers personalized investment advice, including discretionary portfolio management based on your goals and risk tolerance. ICM advises on various securities, including stocks, bonds, mutual funds, and alternative investments. As part of portfolio management, ICM offers a financial plan covering cash flow, retirement, insurance, education, estate, and elder care planning. ICM also provides pension consulting services to individuals, trusts, estates, and charitable organizations.
Assets Under Management$1.1B
Clients413
Advisors9
Avg. per Client$2.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. A fee in excess of 3.00% of assets under management will only be charged in cases where the client has significant investment returns.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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