IM Wealth Partners Investment Advisors LLC offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and retirement plans. IM Wealth Partners manages portfolios on both a discretionary and non-discretionary basis, utilizing a wide range of investments including mutual funds, exchange-traded funds, individual equities, fixed income, real estate investment trusts, options, and alternative investments. Financial planning is typically provided without an additional fee for investment management clients, covering retirement planning, insurance needs, real estate, education funding, charitable giving, estate planning, and tax strategies. For business owners, IM Wealth Partners provides consulting on succession planning, executive compensation, growth strategies, and exit planning. The firm also works with external money managers when appropriate. IM Wealth Partners operates as a fiduciary, legally required to act in your best interest when managing retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.15% |
| $750K - $1.0M | 0.15% |
| $1.0M - $5.0M | 0.15% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.15% |
Clients also pay an additional 0.15% annual performance and account aggregation reporting fee. Fees may be negotiated based on the size and nature of the relationship.