Investment Management Corporation manages investment portfolios for individuals, businesses, trusts, and estates. Operating since 1986, the firm evaluates each client's individual objectives and risk tolerance to manage their investments. Investment Management Corporation has the authority to make trades without asking clients first, based on fundamental and technical analysis of economic data and investment markets. The firm invests client portfolios in individual stocks, bonds, exchange-traded funds, and mutual funds, and is compensated solely by fees received from investment clients rather than commissions from third-party financial products. Independent custodial firms hold client assets to provide separate monthly reporting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual advisory fee is $1,250. Fees are not negotiable.