Casey Slattery is a registered investment advisor at Iconiq Capital, LLC, based in San Francisco, CA. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 791 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICONIQ Capital's fees are negotiated with each client and can be up to 1.5% of the value of the assets managed. Some clients pay incentive or performance fees based on the increase in the value of their accounts. Some clients have flat fee structures. Clients investing in ICONIQ Private Funds pay fees assessed by those funds, which may be higher, and the value of the investment is included in the advisory fee calculation, resulting in multiple layers of fees. In some cases, ICONIQ Capital may reduce or waive fees.
Location
50 Beale St., Ste 2300, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Iconiq Capital, LLC
Previous Registrations
Transamerica Investors Securities CorporationBroker
State Registrations1 state
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