Investment Management Consultants

Fee-Only (% of Portfolio)Fixed/Hourly

Investment Management Consultants (IMC) is an independent investment consulting firm in Las Vegas, Nevada. IMC offers services such as setting investment objectives, drafting investment policy statements, investment security search, asset allocation, employee and trustee education, performance measurement and evaluation, and cost containment. For clients who want a portfolio of individual stocks and bonds managed for them, IMC can act as an independent portfolio manager.

Assets Under Management$380M
Clients171
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$190M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. There is a minimum annual fee of $250.

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Location

2 Advisors at this firm

Investment Management Consultants | TrueAdvisor