Bankers Investment Counseling Company (BICC) offers investment advice to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and business entities. BICC creates and manages portfolios based on each client's personal investment policy, which is developed through discussions to establish goals and objectives. BICC manages accounts on a discretionary basis.
Assets Under Management$22M
Clients50
Advisors1
Avg. per Client$430K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 0.70% |
| $250K - $500K | 0.60% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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