iCapital, based in Boston, offers investment management and consulting services. For retirement plans, iCapital helps with establishing, monitoring, and reviewing participant-directed plans. For individuals and other clients, iCapital provides advice through consultations, including determining financial objectives, risk assessment, portfolio structure, and investment strategies. iCapital does not have custody of client funds or securities.
Assets Under Management$1.2B
Clients219
Advisors7
Avg. per Client$5.7M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, although iCapital reserves the right to charge fees that are less than those set out above and or to waive account minimums.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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