ICOM Advisors, based in Covington, Louisiana, offers investment advice tailored to your individual needs and investment goals. They provide both discretionary and non-discretionary portfolio management services, where they can either make investment decisions for you or require your approval before each transaction. ICOM Advisors may use sub-advisers to manage portions of your account, but you won't pay any additional fees for this.
Assets Under Management$120M
Clients390
Advisors4
Avg. per Client$320K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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