Investment Consultants LLC (IC LLC) offers investment advisory services to help clients build wealth. IC LLC works with individuals, family trusts, and committees overseeing asset pools like retirement plans and endowments. IC LLC helps clients define investment objectives, allocate assets (except for defined contribution plans), select investment vehicles like mutual funds, conduct participant education, and monitor investment performance. IC LLC provides investment supervisory services to individual clients and investment advisory services to qualified plan clients.
Fee Structure
IC LLC's ongoing advisory fees are a percentage of the assets they manage, typically ranging from 0.40% to 0.80% per year. The exact fee is negotiable based on the scope of services and the size of your portfolio. As your assets increase, the percentage charged on the additional assets decreases. Fees are usually paid quarterly. Some clients who use only a portion of IC LLC's services pay a fixed fee instead of a percentage of assets.