Interval Capital Management (ICM) offers investment advice and manages client accounts. ICM works with clients to understand their financial situation and determine if their investment strategy is appropriate. ICM manages client accounts according to a common investment strategy, but portfolios may differ due to various factors. ICM offers investment strategies using equity options and broad-based equity index options as a primary or overlay strategy.
Assets Under Management$8.1M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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