Imperial Fund Asset Management provides investment advice and financial planning services. They manage client portfolios based on individual needs and goals, and also offer financial planning services covering areas like taxes, investments, insurance, retirement, and estate planning. They also offer investments in private funds for sophisticated investors. The firm manages accounts on a discretionary or non-discretionary basis.
Assets Under Management$7.5B
Clients43
Advisors2
Avg. per Client$180M
Avg. per Advisor$3.8B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Imperial Fund charges an annual fee based on a percentage of the value of your portfolio. This fee generally ranges from 0.25% to 2.00%. A minimum of $250,000 is required to use this service, but this may be negotiable.
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