ICW Holdings provides investment management services to sophisticated investors with a long-term focus. ICW believes companies are the primary source of value creation and aims to build balanced portfolios. ICW offers two main strategies: Steady Income, which focuses on protecting and growing wealth in real terms, and Future Winners, which invests in companies driving digital transformation. ICW also provides advisory services to private funds.
Assets Under Management$110M
Clients18
Advisors1
Avg. per Client$6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
ICW Holdings offers two investment strategies with different fee structures:
- Future Winners Strategy: For qualified clients, the annual fee is typically 1.00% of your portfolio, plus a 10% annual performance-based fee. For non-qualified clients, the annual fee is typically 1.50% with no performance fee.
- Steady Income Strategy: The annual fee is typically 1.00% for both qualified and non-qualified clients. Qualified clients may also be charged a 10% annual performance-based fee depending on the level of active management.
These fees are negotiable and are based on the value of your account at the end of each quarter. You'll also pay brokerage fees and other charges from the custodian.
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