iCapital Advisors provides investment advice to individuals, high-net worth individuals, family offices, non-profits, trusts, estates and businesses. iCapital creates customized investment plans based on clients' goals, risk tolerance, and financial situation. iCapital does not take custody of client funds.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.70% |
Relationships with multiple or complex objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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