Investment Capital Advisors LLC (ICA) offers investment advisory and financial planning services. ICA custom manages portfolios based on client objectives, using a strategic allocation strategy to reduce risk and increase performance. They may use various securities, CDs, indexed universal life, indexed annuities, municipal securities, mutual funds, and options. ICA also provides customized financial planning services covering portfolio customization, risk management, investment education, wealth building, retirement planning, budgeting, debt management, insurance, tax planning, and generational wealth transfer.
Assets Under Management$89M
Clients358
Advisors1
Avg. per Client$250K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Wrap fee program accounts under $50,000 may be charged up to 3.0% per year. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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