Investment Managers Group provides investment advice and comprehensive portfolio management to individuals. They work to understand clients' financial situations and goals, then create an investment approach using stocks, bonds, ETFs, and mutual funds. Portfolios are monitored and rebalanced as needed. Timothy Kay is the owner.
Assets Under Management$110M
Clients255
Advisors2
Avg. per Client$430K
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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