Integrated Capital Management (ICM) offers wealth planning and investment management services. ICM works with individuals, trusts, charities, and businesses. ICM's financial planning process involves understanding a client's circumstances and goals to create a roadmap. ICM manages investments on a discretionary basis, tailoring services to individual needs. Clients can place restrictions on investments. ICM may also select independent managers to manage portions of client assets.
Fee Structure
ICM generally charges between 0.00% and 2.50% per year to manage your investments, including cash. The exact fee depends on the size of your account, the complexity of your assets, and other factors. Fees are negotiable and may be higher or lower than this range.
For accounts managed directly through American Funds, the fee is 0.50% per year and is not negotiable.