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
Pittsburgh, PA
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.
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James is a partner and passive investor in two private real estate funds through WWM Partners I, LP since 2007. He spends minimal time on this activity.