Ic Advisory Services, INC.
Assets Under Management
$2.1B
Number of Clients
5,528
Number of Advisors
N/A
Average Client AUM
$372K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IC Advisory offers investment management services on a discretionary and non-discretionary basis through its network of IARs. They provide customized advice, selecting investments and strategies subject to compliance supervision. Programs include IAM and Choice, with fees varying based on assets and services. They also offer financial planning services.
Fee Structure
IC Advisory charges fees for investment management services, typically between 0.50% and 3.00% for IAM and 0.5% and 2.00% for Choice programs, depending on the assets managed and services provided. These fees are negotiable. Clients may also incur fund-level charges for mutual funds or ETFs. IARs are compensated from the total wrap fee, typically between 0.25% and 2.50% for IAM and 0.30% and 1.5% for Choice. The firm generally requires an account minimum of between $10,000.00 and $50,000.00.
Areas of Practice
Location
1420 Route 206 North, Suite 210, Bedminster, NJ, 07921