ICON Financial provides investment management services where they manage client portfolios based on their goals and risk tolerance. They also offer financial planning and consulting services on an hourly basis, covering topics like estate planning, investments, and taxes. ICON also provides services to qualified retirement plans, acting as either a limited scope ERISA fiduciary or an investment manager.
Assets Under Management$38M
Clients87
Advisors2
Avg. per Client$440K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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