Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
iCapital Advisors offers tailored investment advisory services to individuals, high-net-worth individuals, family offices, non-profits, trusts, estates, and businesses. They construct diversified portfolios based on client goals, risk tolerance, and financial situations, using cash, bonds, stocks, ETFs, mutual funds, and alternative investments.
| Assets Under Management | 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 may be negotiated based on complexity.
820 Evergreen Ave, Suite 202, Pittsburgh, PA, 15209