Investment Money Management (IMM) offers personalized investment management services. They work with clients to determine financial objectives, identify financial problems, and manage cash flow. IMM provides investment advice based on a client's risk tolerance and desired asset allocation. IMM is a fee-only firm and does not take custody of client assets. Clients receive statements from an independent custodian.
Assets Under Management$88K
Clients4
Advisors1
Avg. per Client$22K
Avg. per Advisor$88K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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