IMG Wealth Management provides investment advice and financial planning services. They offer both discretionary and non-discretionary asset management. Financial planning services are offered on an hourly fee basis and cover areas like cash flow, college, retirement, tax, and estate planning. IMG also holds seminars and educational workshops. Investment advice is tailored to each client's goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$210M
Clients710
Advisors7
Avg. per Client$300K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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