IEM Asset Management offers investment management through individual portfolios and model portfolios, tailoring strategies to client goals, risk tolerance, and time horizons. They also provide financial planning services, creating detailed plans to help clients achieve their financial objectives, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Consulting services are also available for specific financial topics.
Assets Under Management$6.7M
Clients19
Advisors1
Avg. per Client$350K
Avg. per Advisor$6.7M
Fee Structure
IEM Asset Management charges an annual fee based on a percentage of the assets they manage for you. This fee generally ranges from 2.00% to 2.10%. The fee is calculated monthly, based on the average value of your account using weekly records and the month-end value.
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