Icr Partners

CRD#304689
Investment Advisor Firm

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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

$244.6 million

Number of Advisors

3

Disclosures

No

Office Location

3200 West End Avenue
Nashville, TN 37203

Icr Partners by the Numbers

Total Assets Under Management

$244.6 million

National Average: $8.6 billion
Total Number of Employees

5

National Average: 64
Total Number of Accounts

7

National Average: 375,227
Average Account Size

$34.9 million

National Average: $23.0 thousand
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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

  • 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.

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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

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

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    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

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    Subscription

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    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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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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Disclosures

Icr Partners does not have any disclosures.

Please visit its Form ADV for more details.

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