Investment Management Associates (IMA) offers ongoing investment management services to help clients build and preserve wealth. IMA specializes in retirement investing and income generation. IMA determines a client’s profile, income need, and investment plan, then executes the day-to-day transactions. IMA primarily allocates client assets among various equities, options, and debt securities.
Assets Under Management$570M
Clients335
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $6.0M | 1.00% |
| $6M+ | 1.00% |
Fees are negotiable for accounts above $6 million. For accounts between $1 million and $2 million, the fee is 1.25% on the first $1 million and 1% on the portion above $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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