Firm
Iconoclastic Capital Management
Brooklyn, New York
Fee-only
Iconoclastic Capital Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 141 individual clients, 20 of them high net worth.
- Its average account is about $135,000 (assets it manages divided by its 506 accounts).
- Its ongoing planning fee starts at $4,500 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| Website | iconocapital.com |
| [email protected] | |
| Phone | (585) 504-1616 |
Iconoclastic Capital Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$4,500/year thereafter*" source
"Projects typically range from $5,000-$15,000 depending on complexity." source
"< $2M: 0.9%" source
"Projects typically range from $5,000-$15,000 depending on complexity." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 121 |
| High-net-worth clients | 20 |
| Accounts managed | 506 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-133877) |
| Financial planning | Offered |
| Form ADV filed | October 22, 2026 |
| SEC record | CRD 310132 |