Icr Partners
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Overview
Icr Partners operates as a financial advisor firm based in Nashville, Tennessee. It controls $244.6 million in assets under management over seven accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Icr Partners is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as equities, bonds and options.
Icr Partners administers zero of the company's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing to seek client authorization. Icr Partners also has seven non-discretionary accounts totaling $244.6 million in assets. Icr Partners's typical account size is $34.9 million. The typical financial advisor at Icr Partners manages around two client accounts, placing it among the most personalized advisor firms in the country.
Icr Partners's central office is at 3200 West End Avenue, Nashville, Tennessee 37203. The company is legally permitted to serve customers throughout 2 states, including Indiana and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Icr Partners by the Numbers
$244.6 million
5
7
$34.9 million
Products and Services
Services that Icr Partners offers include selection of other advisers and other services. The company does sell products or offer services different than investment advisory services to its customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually vary depending on which service is offered. However, fees billed by Icr Partners typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Icr Partners.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with banking institutions. Out of its seven clients, Icr Partners's biggest client by number of accounts is banking institutions. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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