Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $600K | 1.15% |
| $600K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are non-negotiable, although iCapital reserves the right to charge fees that are less than those set out above and or to waive account minimums.
Fee Estimator
iCapital charges an annual fee based on a percentage of your assets under management. The minimum annual investment management fee is $500, and there may be an annual maintenance fee of $100. Fees are negotiable and may vary based on account size and portfolio complexity. For qualified retirement plan investment advisory services, fees range from 0.20% to 1.00% or a negotiated flat dollar amount. Consulting fees range from $3,750 to $47,500 per service.
Areas of Practice
Advisor Information
Office location
62 Plympton Street, Boston, MA, 02118
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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