Intelligent Capital Management LLC (ICM) is a leading financial services firm that offers exceptional expertise and guidance to its clients. With years of experience in the industry, ICM has established itself as a trusted partner and financial expert for individuals and businesses seeking to manage and grow their wealth.
H2: How does the advisor help clients – Key Takeaways:
– ICM provides personalized financial solutions tailored to each client’s unique needs and goals.
– The company offers a wide range of financial services, including investment management, retirement planning, and tax planning.
– ICM’s advisors have in-depth knowledge and expertise in the financial industry, allowing them to guide clients towards making sound financial decisions.
– With a focus on long-term relationships, ICM works closely with clients to develop and implement comprehensive financial plans that evolve as their needs and circumstances change.
H2: Facts and Insights
Assets Under Management: $1.5 billion (as of 2021)
Number of Advisors: 25 (as of 2021)
Time in Business: 25 years (since 1996)
H2: Financial Services Offered
ICM offers a range of financial services to cater to the diverse needs of its clients. These services include:
– Investment management: ICM provides custom-tailored investment strategies based on in-depth analysis and research.
– Retirement planning: The company helps clients plan for a financially secure retirement through various strategies such as 401(k) planning, IRA rollovers, and more.
– Tax planning: ICM’s advisors work closely with clients to develop tax-efficient strategies to minimize their tax burden and maximize their savings.
– Education planning: The firm assists clients in planning and saving for their children’s education, whether it be through a 529 plan or other investment vehicles.
– Insurance planning: ICM helps clients evaluate and select the right insurance options to protect their assets and provide financial security for their loved ones.
H2: Client Types
ICM works with a diverse range of clients, including high net worth individuals, families, business owners, and corporations. The company’s services are tailored to meet the unique needs of each client, regardless of their financial standing.
H2: Fees & Compensation
ICM’s fees and compensation structure are transparent and straightforward. The company charges a percentage of the assets under management as its fee. This fee covers all services provided by ICM, including investment management, financial planning, and ongoing support. The firm does not receive compensation from any third-party sources, ensuring that its recommendations are always in the best interest of its clients.
H2: Background
ICM was founded in 1996 by a team of experienced financial professionals with a passion for helping clients achieve their financial goals. With a commitment to providing unbiased, objective advice, the company has built a reputation for excellence and integrity in the financial industry.
H2: Financial Advisor Disclosures to Know
– ICM is a registered investment advisor with the Securities and Exchange Commission (SEC).
– The company’s advisors are held to the fiduciary standard, meaning they are legally obligated to put their clients’ interests before their own.
– ICM is committed to transparency and discloses all potential conflicts of interest or disciplinary actions on its Form ADV. Clients can access this form on the SEC’s website.
– The firm has a strict code of ethics and standards of professional conduct that all employees must adhere to.
In conclusion, Intelligent Capital Management LLC is a top-notch financial advisor that provides expert guidance and personalized solutions to help clients manage and grow their wealth. With a team of experienced advisors, comprehensive services, and a commitment to transparency and integrity, ICM is a trusted partner in helping clients achieve their financial goals.