Investment Management Trust (IMT) offers wealth management services to individuals, high net worth individuals, trusts, estates, and small businesses. IMT provides investment management, constructing portfolios of exchange-traded funds (ETFs) and individual stocks. IMT also offers financial planning services, covering areas like cash flow, tax, insurance, retirement, and estate planning. IMT does not advertise and relies on referrals.
Assets Under Management$120M
Clients147
Advisors1
Avg. per Client$840K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.82% |
| $300K - $400K | 0.75% |
| $400K - $500K | 0.63% |
| $500K - $600K | 0.50% |
| $600K+ | 0.38% |
Fees may be negotiable at the advisor's discretion. If the value of a client's account drops below $40,000, the client will be charged a minimum annual fee of $500; however, depending on the circumstances, the advisor may negotiate the minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...