Icon Wealth Advisors offers customized investment advisory solutions through personal contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to determine an appropriate portfolio strategy. Icon uses either independent investment managers or internal model portfolios consisting primarily of low-cost exchange-traded funds (ETFs). They may also provide financial plans based on client goals and objectives.
Fee Structure
Icon Wealth Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees can be up to 1.75% annually. The specific fee you pay depends on factors like the amount you invest with Icon, the complexity of the services, your investment goals, and any specific reporting requirements. Fees are negotiable. If Icon uses independent managers for your portfolio, you'll also be responsible for their fees, but the total blended fee will not exceed 2.00% annually.