Iridescent Capital Management (ICM) offers investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. ICM develops personalized investment plans based on client goals and risk tolerance. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. ICM may recommend Outside Managers to assist with investment management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.79% |
| $10M+ | 0.69% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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