Ikalon Advisors provides customized investment management services to high-net-worth and ultra-high-net-worth individuals, trusts, estates, charities, and corporations. Ikalon Advisors creates a personalized Investment Policy Statement for each client, designing asset allocation strategies that align with individual risk tolerance, time horizons, and objectives. The firm offers both discretionary and non-discretionary investment advisory services, allowing clients to either delegate trading authority or retain final decision-making control over their accounts. In addition to core investment management, Ikalon Advisors provides administrative services such as registered address and agent services, secure document custody, and mail-handling. The firm utilizes fundamental, technical, cyclical, and quantitative analysis while adhering to Modern Portfolio Theory to build diversified portfolios across equities, fixed income, mutual funds, exchange-traded funds, real estate investment trusts, and alternative investments like private equity and hedge funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.05% |
| $20.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.45% |
| $200.0M - $250.0M | 0.40% |
| $250M+ | 0.30% |
Actual rates remain negotiable depending on portfolio complexity and service scope. Fixed minimum annual fees may apply to mandates below $50 million requiring consolidated reporting or direct investment monitoring.