Investment Consulting Group (ICG) provides asset management services, including help with setting investment goals, asset allocation, investment manager selection, and performance evaluation. ICG considers your financial situation, investment objectives, and risk tolerance. ICG may provide discretionary asset management services. ICG also offers retirement plan consulting services. ICG tailors its services to each client's financial situation and investment goals.
Assets Under Management$2.6B
Clients184
Advisors2
Avg. per Client$14M
Avg. per Advisor$1.3B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and confirmed in writing. In certain cases, a flat fee may be applied until client assets reach an agreed upon level which may exceed the schedule shown above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...