A complete list of active advisors currently associated with Investment Consulting Services, LLC
Warmer can help you find a great advisor at Investment Consulting Services, LLC or one who fits your needs even better.
Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to high‑net‑worth individuals and employer‑sponsored retirement plans. The firm operates primarily in an advisory capacity and reported $0 in discretionary assets under management and $4.7 billion in assets under advisement as of December 31, 2024. The firm’s investment process is built around Modern Portfolio Theory and asset allocation, using a blend of passive and active fund selections, mutual fund/ETF and collective investment trust analysis, and tools such as cyclical and charting analysis in its research. For retirement plans, ICS offers both non‑discretionary fiduciary consulting (ERISA 3(21)) and discretionary fiduciary services (ERISA 3(38)), including IPS development, DIAs/QDIAs selection, model allocation construction, and ongoing monitoring. Compared with many peers, ICS serves a very small, concentrated client base (six clients) while advising on a large dollar value of assets, reflecting a focus on high‑value plan and HNW relationships rather than serving non‑HNW individual clients. The firm is fee‑only, does not accept sales commissions or participate in wrap programs, relies on an institutional Schwab custodial platform for execution and reporting, and implements trades on an individual‑account basis rather than aggregated block trading.
To learn more about the advisors currently working at Investment Consulting Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lombard, IL
| 1
| |
Shawnee, KS
| 23
|
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