Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies. Assets Under Management (AUM): £600 million Minimum Account Balance: £500 to £5,000 Fee Range: 0.25% to 0.75%, plus underlying fund costs at an average of 0.19% Active Share measures the percentage of a portfolio that is different from the benchmark index. advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals You must have a subscription to view WhaleScore histories. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. Icon Advisers, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. useful if you want to learn about investing or financial management on your own. In the financial advisory world, assets under management, or AUM, is a key metric. A leading-edge research firm focused on digital transformation. We invite you to read more about the ICON Investment Team. The ICON Flexible Bond Fund seeks maximum total return. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Use BrokerCheck, hosted by the Financial Industry Regulatory Authority (FINRA), to check the background of ICON and our investment professionals. Icon Advisers: assets under management. for Q2 2020: Large Advisory Firm,Investment advisor to an investment company, PRESIDENT/DIRECTOR ICON MANAGEMENT & RESEARCH CORPORATION, EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. To contact Key Personnel, email info@InvestwithICON.com or call 1-800-828-4881 and ask for their extension where listed. With ICON’s broad scope and our commitment to uncovering value across the market, our funds can accommodate a wide range of investment needs. Performance Firms can sometimes charge customers using non-traditional fee structures. © 2020, do not speculate on unpredictable  It manages $1.4 billion in total assets throughout 1,545 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). Headquartered in San Diego, Concurrent was founded in 2016 and currently serves 105 advisors in 45 offices with over $8.3 billion in assets under management (AUM) and … The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON’s value approach involves forward-looking statements and assumptions based on judgments and projections that are not guarantees of future results. the MV of securities sold, whichever is less, * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone To be a trusted partner that provides innovative and disciplined wealth management solutions while maintaining a focus on financial ethics, good corporate governance, and independent industry knowledge. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing client consent. The typical advisor at Icon Advisers, Inc oversees around 329 client accounts. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). There are 650 people with the role of looking for and bringing in new clients on behalf of the firm. ICON launches the Strategy Based Investing Portfolios (SBIPs), based on research in behavioral finance. For more information, call the ICON Sales Desk at 1-800-828-4881. By going where the numbers pull us, we’re able to select discounted companies within industries that show potential and rotate among these industries through changing market conditions.

RFS Partners, a member of FINRA and affiliated with Shelton Capital Management, is the distributor of the ICON Funds. WealthfrontOpen Account » Low cost, only robo-adviser offering 529 plans 0.25% AUM$500 min. With more than $566.2 million in total net assets, ICON Advisers ranked 13th in the Denver area for mutual fund companies, according to DBJ research.As of Oct. … HTTP://WWW.ICONFUNDS.COM The company also has 123 non-discretionary accounts with a total of $13.0 million in AUM. strategy based investing portfolio, 9 Mutual Funds SmartAdvisor acts as Their last reported 13F filing for Q2 2020 included $510,924,000 in managed 13F securities and a top 10 holdings concentration of 19.29%. Click here to find your advisor matches today. ...or to simply have an email sent to you whenever we receive a new The normal business hours are 7:00 a.m - 5:00 p.m. on Monday - Friday. ICON Key Personnel

To match you with top financial We believe markets experience themes which typically change every one to two years.

commissions, while fee-based advisors may. Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. This fee may be Click here ICON launches its first Tactical Allocation Portfolios (ITAPs), now the U.S. Growth, U.S. Icon Advisers has met the qualifications for inclusion in our WhaleScore system. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. Since its inception, ICON has kept to our consistent and disciplined methodology, and everything we do is derived from the value we place on integrity and good corporate governance.

The firm has a small team of 19 employees, including four financial advisors. Determining the intrinsic value of each security within our investment universe allows us to value industries, sectors and, finally, the overall market. It doesn't provide financial planning services to its clients. market or interest rate events, ICON Advisers, Inc. This can be helpful if you are only looking

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