Iconoclastic Capital Management offers wealth management, investment management, and financial planning services. The firm provides continuous advice to clients regarding their investments, developing personalized investment policies and managing portfolios based on those policies. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like retirement, taxes, insurance, and estate planning. Clients can choose comprehensive wealth management or essential wealth management tiers.
Fee Structure
Iconoclastic Capital Management offers investment management services where the fee is a percentage of the assets managed.
For clients in the Comprehensive or Essential Wealth Management tiers, the fee is 0.90% of assets under management, plus an annual planning retainer of $2,400-$6,000 (Comprehensive) or $1,200-$4,500 (Essential).
For legacy clients, the fee is tiered:
- $0 - $200,000 — 1.50%
- $200,001 - $500,000 — 1.35%
- $500,001 - $1,000,000 — 1.15%
- $1,000,001 - $2,000,000 — 1.00%
- $2,000,001 - $5,000,000 — 0.85%
- $5,000,001 and Above — 0.65%
For clients interested in investment management only, the maximum annual advisory fee is 0.70% of assets under management.
