Independence Capital Company (ICC) provides ongoing investment management based on your individual goals and risk tolerance. They create an Investment Policy Statement to guide portfolio selection. ICC also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. ICC does not use model portfolios, but tailors recommendations to each client's needs. ICC is also a broker/dealer.
Assets Under Management$100M
Clients295
Advisors24
Avg. per Client$340K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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