Ims Capital Management
Assets Under Management
$406.9M
Number of Clients
278
Number of Advisors
7
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$58.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
IMS Capital Management offers financial planning, portfolio management, wealth management, pension consulting, educational seminars, and newsletter publications. IMS creates investment recommendations based on clients' goals, risk tolerance, and financial situations. IMS primarily offers investments through a Capital Value Strategy, a Strategic Income Strategy, and a Strategic Allocation Program.
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Management fee schedule and minimum account size are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...
Location
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015