IMMAR CORP is a fee-based investment advisor offering portfolio management and financial planning services. They provide a free initial consultation to gather information about your investment objectives, financial situation, and risk tolerance. Clients can choose discretionary or non-discretionary portfolio management. For financial planning, clients can consult on their overall financial situation or a specific topic.
Fee Structure
IMMAR CORP charges a management fee based on a percentage of the value of your portfolio. The percentage charged per year is listed in your advisory contract and will never exceed the maximum amount permitted by law. Discounts may be offered to select friends, employees, family, and large accounts. The fee is typically charged at the end of each calendar quarter.