Jeffrey Presogna is a registered investment advisor at I.M.S. Wealth Management, LLC, based in Erie, PA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 60 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
359 West 26th Street, Erie, PA, 16508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the owner of Presogna and Company, P.C., a CPA firm, dedicating nearly full-time hours to business consulting, tax preparation, and mergers & acquisitions consulting. He also owns and manages residential and commercial rental property, spending minimal time on this activity.
Employment History
Current Registrations
I.M.S. Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
Mid Atlantic Financial Management, INC.
London Pacific Advisors
State Registrations2 states
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