IMZ Advisory Inc. offers custom investment portfolio management on a discretionary basis, using a tactical allocation strategy. They may use various securities, mutual funds, and real estate partnerships. IMZ also provides pension consulting services to qualified plans and fiduciary advice to plan participants. IMZ may recommend unaffiliated money managers or investment advisors through managed account programs.
Assets Under Management$450M
Clients442
Advisors4
Avg. per Client$1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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