ICM Asset Management Review


ICM Asset Management, founded in 1981, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 1 advisors. ICM Asset Management manages $139.04 million and provides investment advisory services for 264 clients (1:264 advisor/client ratio).

ICM Asset Management requires a $250,000 minimum investment and charges 1.10% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Been in business 36 years
  • No disciplinary history
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not have an attorney conflict
  • Firm does not have an insurance agent conflict

Considerations


  • Firm serves fewer than 1,000 clients
  • Custodian is unknown
  • Firm has less than $1B in assets under management
  • Firm has a low advisor to client ratio
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

Managed Investing


Expand fee details
Trust Score
77
info_outline

Annual Management Fee Percent
$0 to $1,000,000 1.10%
$1,000,001 to $2,000,000 1.00%
$2,000,001+ Negotiable
Feature Value
Estimated Fees (Annual) $2,750 on a $250,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $526,666
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $139.04 million
Advisor / Client Ratio 1:264


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