Investors Management Services (IMS) offers asset management services to individuals, pensions, profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. IMS works with clients to understand their financial goals, cash flow needs, time horizon, and risk tolerance to create a set of guidelines for managing their accounts. Clients can impose restrictions on investments. IMS does not act as a broker or dealer and receives no direct financial benefit from trading securities.
Assets Under Management$36M
Clients20
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fees may be negotiable for charitable organizations, exceptionally large accounts, special relationships, or unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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