OUR VALUE PROPOSITION

ICM Private Client Group was formed with a new, forward-thinking business model. The new independent firm focuses on fee- based wealth management and comprehensive financial planning.
RELATIONSHIP DRIVEN
TECHNOLOGY INTEGRATION
ENSEMBLE TEAM
INDEPENDENT
FIDUCIARY FOCUS
RELATIONSHIP DRIVEN
ENSEMBLE TEAM
TECHNOLOGY INTEGRATION
FIDUCIARY FOCUS
INDEPENDENT
The best choice for a specific advisor will depend on the needs of their clients and professional objectives.

BUILDING TRUSTED RELATIONSHIPS

ON OUR CORE STRENGTHS AND COMPETENCIES.
Brandon Cass
“I’m still getting used to working less and making more.  The culture and support here are invaluable to both my clients and the success of my business. Anyone that finds themselves in a regional brokerage or wirehouse environment should start the conversation and learn more about our unique offering."
Daniel McMahon
“I wasted years at other firms looking for an infrastructure and culture that supported my career goals and my clients.  Thankfully I found Mike and Bryan in time and now my business is flourishing.  Any advisors that are looking to significantly grow their practice should consider our firm.”
Brandon Cass
“I’m still getting used to working less and making more.  The culture and support here are invaluable to both my clients and the success of my business. Anyone that finds themselves in a regional brokerage or wirehouse environment should start the conversation and learn more about our unique offering."
“I wasted years at other firms looking for an infrastructure and culture that supported my career goals and my clients.  Thankfully I found Mike and Bryan in time and now my business is flourishing.  Any advisors that are looking to significantly grow their practice should consider our firm.”

SEEKING TALENT

Recruiting Transitional Advisors.
Advisors interested in transitioning their practice are faced with many options. What business model can provide the breadth, flexibility and expertise required to deliver on a unique value proposition?
As the financial services industry continues to evolve, advisors expect more choice and flexibility in their practices.
Employ talented and experienced advisors
Empower our advisors to take ownership
Eliminate conflicts of interest
Embrace transparency and continuity
Encourage an entrepreneurial environment

Our Mission

To ethically advise our clients on their affluence, their influence, and ultimately, their legacy.

Our Mission

To ethically advise our clients on their affluence, their influence, and ultimately, their legacy.
We’re passionate and have a desire to serve our clients
Our business model leverages the offerings of a large firm, but delivers value with a boutique independence.
We set out to innovate the landscape of the wealth management norm.
Our model has allowed us to develop a team of top talent.
We are forward-thinking and dedicated to long-term continuity.
Our team is diverse and offers a unique perspective.
We use the most innovative financial planning technology.
Our ensemble team supports both our advisors and their clients.

THE HYBRID HYBRID

Blending the best of all worlds.
We pride ourselves on being able to deliver on a value proposition that marries the best of the wirehouses and regionals with the independent broker-dealers and RIAs.
Wirehouse
Pros
• Overhead support
• Dedicated assistant
• Employee benefits
• Deferred compensation
• Name recognition
Cons
• 30-50% payouts
• Proprietary pressures
• Quotas and minimums
• No book ownership
• Technology
ICM Private Client Group
Pros
• 60-90% payouts
• Book ownership and autonomy
• 100% of overhead is covered
• Dedicated ensemble team
    - Firm Leadership
    - Client Service Rep
    - Financial Planner
    - Investment Committee
    - Certified Estate Specialist
• Industry leading technology
• Entrepreneurship culture
• Partnership opportunity
Independent
Pros
• 80-95% payouts
• Book ownership
• Independence
• Entrepreneurship
• Technology
Cons
• No overhead support
• No support staff
• No employee benefits
• No deferred compensation
• No brand / “lone wolf”
Our generous payouts, ensemble team, firm infrastructure, entrepreneurial culture, industry leading technology, and firm ownership allow us to offer transitioning advisors with a hybrid opportunity with a hybrid firm.

FIRM STRUCTURE

INFRASTRUCTURE DESIGNED TO KEEP ADVISORS IN FRONT OF CLIENTS.
MARKETING ASSOCIATE
1:8
The MA is responsible for what we coin “the front of the house” role which includes typical receptionist duties, but focuses more on the execution of the firms marketing plans.
FINANCIAL PLANNER
1:2
The FP is primarily responsible for the firms financial planning tool, eMoney Advisor. They also begin building their own book of business and working toward their CFP designation.
CLIENT SERVICE REPRESENTATIVE
1:1
The CSR is responsible for client communication, organization, scheduling, paperwork, and other administrative tasks that free up the wealth advisor to be with their clients.
MARKETING ASSOCIATE
The MA is responsible for what we coin “the front of the house” role which includes typical receptionist duties, but focuses more on the execution of the firms marketing plans.
FINANCIAL PLANNER
The FP is primarily responsible for the firms financial planning tool, eMoney Advisor. They also begin building their own book of business and working toward their CFP designation.
CLIENT SERVICE REPRESENTATIVE
The CSR is responsible for client communication, organization, scheduling, paperwork, and other administrative tasks that free up the wealth advisor to be with their clients.

Our MODEL.
VALIDATED.

Our new forward-thinking business model that has energized our existing team and attracted new talent. The addition of top-flight advisors, who chose our firm over many suitors, further deepens our conviction that what we’ve built is attractive and sustainable. Whether you’re seeking a new home or a succession plan, our firm is well suited for both you and your clients future.
Brandon built a successful 10 year practice at Crowell Weedon, a DA Davidson company. He had $60M of assets under a management and a trailing 12 of $600k prior to joining ICM Private Client Group.
Steve built a successful family office practice and came to ICM Private Client Group as part of his strategic succession plan. He now has the necessary resources to execute his plan and ensure his clients future success.
Brandon built a successful 10 year practice at Crowell Weedon, a DA Davidson company. He had $60M of assets under a management and a trailing 12 of $600k prior to joining ICM Private Client Group.
Steve built a successful family office practice and came to ICM Private Client Group as part of his strategic succession plan. He now has the necessary resources to execute his plan and ensure his clients future success.

CALL 888.881.6065

OR CLICK BELOW TO GET STARTED
LET'S GET STARTED
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
©2016 ICMPCG. All rights reserved | Designed By BKWebPro