Icicle Investments provides non-discretionary asset management services, meaning that Icicle will recommend investments, but you must approve each transaction before it is executed. Icicle determines investment strategies based on your individual goals, risk tolerance, and time horizon. Icicle also holds seminars and workshops to educate the public on different types of investments.
Assets Under Management$4.8M
Clients22
Advisors1
Avg. per Client$220K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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