Integrated Capital Management (ICMI) provides ongoing portfolio management based on individual client goals and risk tolerance. ICMI creates an Investment Policy Statement for each client. ICMI also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. ICMI generally limits its investment advice to equities and ETFs.
Assets Under Management$7.4M
Clients24
Advisors1
Avg. per Client$310K
Avg. per Advisor$7.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...