ICR Partners provides investment advisory and consulting services to institutional clients such as banks, trust companies, and broker/dealers. ICR Partners offers an Investment Model Research Program (IMRP) where they provide investment recommendations from third-party investment managers to an Overlay Manager, who then invests the assets. ICR Partners also offers investment consulting services encompassing internet platform design, program evaluation, asset allocation, and custom research. ICR Partners does not offer financial planning or related consulting services directly to individual customers.
Fee Structure
ICR Partners provides investment platform management services to institutional clients. The fee is negotiated with each customer at a percentage of the fair market value of the assets held in the customer's account. ICR Partners charges between 0.05% and 1.00% of total assets per account. ICR Partners may also charge an administration fee between 0% and 0.05% of total assets per account.