IceBridge Financial Group provides customized investment advice and wealth management to individuals, families, corporations, and institutions. IFG offers private wealth management combining portfolio management with financial planning and consulting. They also offer financial planning and consulting services on a stand-alone basis, covering budgeting, risk management, estate planning, tax planning, retirement planning, investment planning, education funding, and family office management.
Fee Structure
IceBridge Financial Group offers private wealth management services for an annual fee based on the value of your account. The specific fees are agreed upon in a written agreement. Fees are calculated using the average daily balance of your account and are paid quarterly or monthly. The firm may combine account values of family members to determine the fee. Clients also pay fund-level expenses for investments like mutual funds and ETFs.