The Institute for Wealth Management manages investment portfolios and provides personalized financial planning services. The firm offers both centralized portfolio management and individualized management through independent representatives. Investment strategies range from global impact and socially responsible investing to tactical sector rotation and alternative income models. The firm serves individuals, trusts, estates, retirement plans, and businesses, tailoring its approach to each client's specific financial goals, time horizon, and risk tolerance.
Assets Under Management$1.4B
Clients817
Advisors14
Avg. per Client$1.7M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee is generally 2.00% of assets under management, though certain clients may agree to higher fees in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...