I.M.S. Wealth Management offers investment management based on your goals and risk tolerance. They create a plan to help select a portfolio that fits your situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. I.M.S. generally advises on mutual funds, stocks, bonds, ETFs, and annuities.
Assets Under Management$38M
Clients60
Advisors2
Avg. per Client$640K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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