Investment Management & Planning (IM&P) offers investment advice and financial planning to individuals and high-net worth individuals. IM&P provides ongoing investment advice and management on assets in client custodial accounts. Advice may be discretionary or non-discretionary. IM&P also offers financial planning services tailored to the individual needs of the client. These services may include retirement planning, college planning, insurance needs, estate planning, and tax planning.
Assets Under Management$210M
Clients330
Advisors3
Avg. per Client$620K
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Investment Management & Planning charges a percentage of the assets they manage, up to a maximum of 2.5%. The exact fee is negotiable. If you end your advisory agreement before the end of a quarter, you'll receive a pro-rated refund of any prepaid fees.
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