CC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
341 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$793.6M
Fee Structure
Minimum Investment:$25K
Financial Planning:Investment management only
ICON Advisers charges a maximum annual management fee of 2.00% for ITAP accounts, 1.55% for SBI Global Allocation Portfolios, and varying percentages for SMA portfolios based on assets under management. Fees are negotiable for accounts over $1,000,000 for ITAP and SBI portfolios. Fees do not include custodial fees or mutual fund expenses. ICON receives a portion of the advisory fee on investments in the ICON Funds and certain Shelton Funds.
Areas of Practice
Investment ManagementSocially Responsible Investing
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Advisor Information
Office location
8480 East Orchard Road, Suite 1200, Greenwood Village, CO, 80111
Get directionsRegulatory History (1)
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Regulatory
December 1998Final
Other Business Activities
Craig is an employee of ICON Advisers, Inc., a registered investment adviser. He is also a registered representative of RFS Partners, a broker-dealer.
Employment History
Current Registrations
Rfs PartnersBroker
September 2020 - Present · 5 yrs 4 mos
Icon Advisers, INC.
July 2002 - Present · 23 yrs 6 mos
Previous Registrations
Icon Distributors, INC.Broker
September 1991 - September 2020 · 29 yrs
Intercap Financial CorporationBroker
October 1988 - November 1990 · 2 yrs 1 mo
Intercap Financial CorporationBroker
March 1985 - November 1990 · 5 yrs 8 mos
Chesley and Dunn, INC.Broker
June 1984 - December 1984 · 6 mos
First Financial Securities, INC.Broker
October 1979 - June 1984 · 4 yrs 8 mos
State Registrations3 states
COFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.