IWC Asset Management offers investment advice and manages investments based on individual client needs. Services include comprehensive management, overseeing all client investments with a holistic plan, and style-specific management, focusing on a portion of investments with a narrow mandate. The firm also provides retirement plan consulting services to plan sponsors and individual participants. IWC Asset Management is a fully owned subsidiary of Integrated Wealth Counsel, Inc.
Assets Under Management$92M
Clients53
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on the nature of the client's accounts, service requirements and relationship with the investment adviser representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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