Intelligent Capital Management (ICM) offers investment advice to clients using model portfolios consisting of diversified exchange-traded funds (ETFs) and mutual funds. ICM adjusts these portfolios based on a client's risk tolerance, splitting investments between equity, bond, and money market funds. ICM does not offer specialized financial planning or tax advice but is willing to meet with other professionals the client has relationships with. ICM has the authority to make trades in client accounts.
Assets Under Management$5.4M
Clients25
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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