Icapital Advisors
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
iCapital Advisors provides investment advisory services to individuals, high-net-worth individuals, family offices, non-profits, trusts, estates, and businesses. Services are tailored to individual needs, constructing diversified portfolios based on client goals, risk tolerance, and financial situation. Consulting services are also available.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.70% |
Fees and account sizes are subject to negotiation and may differ based on a number of factors including the amount of assets and the number and range of supplemental advisory and client-related services.
Fee Estimator
iCapital charges an annual fee based on a percentage of your assets under management. For consulting services beyond standard financial advisory, fees range from $100 to $650 per hour, agreed upon in advance. The minimum initial investment is generally $250,000, but fees and account sizes are negotiable.
Areas of Practice
Location
820 Evergreen Ave, Suite 202, Pittsburgh, PA, 15209