Overview

Headquarters
Greenwood Village, CO
Total Firm Assets
$876 million
Average High-Net-Worth Client Portfolio Size
$12.7 million
Stated Minimum Account Size
$25,000

Fee Disclosure

Source: ICON ADVISERS, INC. FORM ADV PART 2A (2026-05-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.00%
$250,001 $750,000 1.50%
$750,001 $1,000,000 1.00%
$1,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
10.17%
Number of High-Net-Worth Clients
7
Total Client Accounts
297
Discretionary Accounts
297

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
108268
  • ICON ADVISERS, INC. FORM ADV PART 2A (2026-05-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions