ICM Asset Management Review


Trust Score 77%
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ICM Asset Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 1 advisors. ICM Asset Management manages $139 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 a blended rate 1.10% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has been federally registered for 36 years
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 264 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 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 million
Advisor / Client Ratio 1:264
Headquarters Spokane, WA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.10%
$1,000,001 to $2,000,000 1.00%
$2,000,001+ Negotiable


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