Investment Trends Capital Group (ITCG) provides ongoing investment management services to clients. ITCG determines investment goals, risk tolerance, and time horizons to create tailored investment strategies. Clients authorize ITCG to execute investment transactions on their behalf. ITCG generally provides investment advice to individuals, high net worth individuals, trusts, foundations, LLCs, Corporations and other institutional investors.
Assets Under Management$28M
Clients33
Advisors1
Avg. per Client$850K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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