Icon Advisers, INC.
Assets Under Management
$793.6M
Number of Clients
341
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$396.8M
Compensation
Fee-Only (AUM)
About This Firm
ICON Advisers uses a disciplined, objective methodology to identify underpriced industries and sectors. They offer tactical allocation portfolios, strategy-based investing portfolios, institutional accounts, and separately managed accounts. ICON also serves as a sub-adviser to the ICON Funds. As of December 31, 2024, ICON managed $793,555,660 in assets.
Fee Structure
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
Location
8480 E Orchard Road, Suite 1200, Greenwood Village, CO, 80111