i-Cthru offers investment advice using a quantitative model focused on long-term capital appreciation and short-term protection through equities and options. They also offer a qualitative equity strategy tailored to client risk preferences. For clients with significant assets under management, i-Cthru may provide wealth management and financial planning services, including reviewing business opportunities and assessing real estate investments.
Assets Under Management$3.5M
Clients16
Advisors2
Avg. per Client$220K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For qualified clients, there is an option for a 1% management fee plus a 10% performance fee with a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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