Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ICM charges an annual fee of up to 1.50% of the market value of assets under management for portfolio management services. These fees are negotiable. Pension consulting services fees are up to 1.00% of the market value of plan assets, also negotiable. Fees are exclusive of brokerage commissions and transaction fees. A minimum of $500,000 is required to establish and maintain an advisory relationship, but this may be waived at ICM's discretion.
Areas of Practice
Advisor Information
Office location
200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is a licensed insurance agent and president of Rosen Financial, Inc. dba Longevity Financial, spending about half his time on insurance sales including long-term care, disability, term life, health insurance, index life, and universal life. He also dedicates a few hours per week to insurance sales through Ironview Capital Management and minimal time as a board member of a business networking group.