Icon Wealth Partners

Icon Wealth Advisors, LLC is a registered investment advisor established in 2016 and is a subsidiary of Focus Financial Partners, LLC. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. Icon acts as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and discretionary investment management. The firm primarily uses fundamental and technical analysis for investment strategies, focusing on long-term investment approaches. Icon may recommend the use of independent managers for client portfolios and offers internal fixed income strategies. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over the selection of the custodian for custody and execution services. Icon does not accept or maintain custody of client accounts, except for authorized deductions of fees and standing letters of authorization. The firm does not engage in proxy voting responsibility for clients. There have been no adverse financial situations affecting Icon's ability to meet obligations to clients. For more information, clients can contact Icon at (713) 904-5020 or visit their website at http://iconwp.com.