Investment Growth Management (IGM) structures diversified investment portfolios to maximize returns for a given risk level, tailored to each client's needs and goals. IGM focuses on minimizing market volatility while achieving capital growth and income. IGM does not sell products or have affiliations with securities businesses or insurance companies. Compensation is derived from client fees.
Assets Under Management$40M
Clients71
Advisors2
Avg. per Client$560K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
IGM offers two investment plans:
Plan 1: Lump Sum Investing
Fees are a percentage of your portfolio's value, calculated quarterly:
- $0 - $1,499,999: 1.00% per year
- $1,500,000 - $3,000,000: 0.80% per year
- $3,000,000 - $5,000,000: 0.70% per year
- $5,000,000 - $10,000,000: 0.60% per year
- Above $10,000,000: 0.50% per year
Plan 2: Automatic Dollar Cost Averaging Savings Plan
The fee is 0.22% of your portfolio's value, calculated quarterly.
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