Investment Management Services Group, LLC (IMS) manages wealth by helping clients make fiscally responsible decisions. IMS identifies unique investment parameters to provide clear perspective and insight into investment alternatives. IMS constructs managed portfolios consisting primarily of equity positions. IMS conducts pre-advisory consultations to discuss income, expenses, goals, and investment experience.
Assets Under Management$9.6M
Clients101
Advisors3
Avg. per Client$95K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable within each tier depending on the size and complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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