IMC Advisors offers investment management based on individual client needs, developing a personal investment policy and managing a portfolio accordingly. They manage accounts on both discretionary and non-discretionary bases. IMC Advisors also provides financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of the financial plan is at the client's discretion.
Assets Under Management$510M
Clients108
Advisors3
Avg. per Client$4.7M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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