Income Management Company (IMC) offers a mutual fund asset allocation service. IMC reallocates assets within the same mutual fund family based on your chosen strategy. IMC aims for risk-adjusted returns aligned with your goals, time horizon, risk tolerance, and liquidity needs. You'll choose between a Bond, Balanced, or Growth strategy. IMC makes investment decisions on your behalf.
Assets Under Management$11M
Clients20
Advisors1
Avg. per Client$530K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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