Inflection Capital Management (ICM) provides asset management for families and family offices, reviewing financial strategy and family dynamics. ICM creates a financial plan and investment strategy based on the client's circumstances, goals, and risk tolerance, captured in an investment policy statement (IPS). ICM manages investments on a discretionary or non-discretionary basis, using third-party managers. ICM monitors the managers and assists clients in understanding their investments.
Assets Under Management$190M
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are tailored individually by client need, negotiated and agreed upon at the beginning of the relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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