Investment & Financial Management Group (IFMGroup) provides financial planning and investment management services. IFMGroup offers advice on financial objectives, cash flow, tax planning, insurance, investments, education, and retirement and estate planning. IFMGroup is a fee-only firm and does not sell commissioned products. Clients make the final investment decisions.
Assets Under Management$4M
Clients7
Advisors2
Avg. per Client$570K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
The minimum annual fee is $2,000 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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