iCapital Advisors builds customized investment portfolios for individuals, high-net-worth families, non-profits, trusts, estates, and businesses. iCapital Advisors works on a non-discretionary basis, meaning they require your approval before making any trades in your account. They evaluate cash, bonds, stocks, exchange-traded funds, mutual funds, and alternative investments to create diversified portfolios tailored to your goals and risk tolerance. In addition to portfolio management, iCapital Advisors offers consulting services, which include reviewing financial or 401(k) plans.
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% |
Fees are subject to negotiation based on the complexity of the relationship, multiple objectives, specific reporting requirements, or portfolio restrictions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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