Investment Counselors of Redlands (ICR) offers advice on how to allocate your assets and select investments. ICR's services include designing your portfolio, putting it into action, and keeping an eye on it. ICR primarily recommends mutual funds and ETFs, but may also recommend individual stocks and bonds depending on your needs. ICR acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$100M
Clients156
Advisors2
Avg. per Client$640K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and may be reduced based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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