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Benjamin Conrad Roberts

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
413 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

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
Investment ManagementRetirement Planning
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Advisor Information

Office location

200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428

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Regulatory History (1)
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Regulatory
December 2013
Final
Employment History
Current Registrations
Ironview Capital Management, LLC
March 2011 - Present · 14 yrs 10 mos
State Registrations3 states
FLPATX
Advisor
Exams
No exam information available for this advisor.
Benjamin Conrad Roberts - Financial Advisor | AdvisorDiscover