Imber Wealth Advisors provides ongoing portfolio management services to individuals through third-party platforms and sponsored plan participants. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. Imber Financial Group may also direct clients to outside money managers. Financial planning services are also available, covering areas like investment planning, insurance, tax concerns, retirement, and college planning.
Fee Structure
Imber Financial Group charges an annual asset management fee between 0.5% and 1.5% based on the complexity of your financial situation. The fee is billed monthly in arrears for funds held with AE Wealth Management, calculated using the average daily balance. For other clients, the fee is billed quarterly in advance, calculated using the value of assets on the last business day of the prior billing period. Fees may be negotiable. Imber Financial Group may utilize outside money managers, which would incur an additional fee ranging from 0-1%.