IME Financial, based in Kettering, Ohio, offers fiduciary consulting services to qualified retirement plans. These services include enrollment and education for plan participants, investment policy design, fund menu design, acting as a co-fiduciary, investment monitoring, committee meetings, fund replacements, plan design consulting, vendor searches, and vendor management. IME Financial collaborates with other retirement plan service providers to deliver these services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$1,000 - $100,000/year
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