International Management Advisors (IMA) offers investment management and financial planning services to individuals. IMA provides personalized advice through consultations. Investment recommendations may include various securities. IMA also offers tax planning, tax preparation, bookkeeping, bill payment, accounting, and other financial services tailored to client requests. Financial planning involves evaluating a client's financial position and projecting future cash flows and asset values. IMA primarily serves sports and entertainment professionals.
Assets Under Management$100M
Clients9
Advisors1
Avg. per Client$11M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.75% to 1.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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