Imagine Math provides financial planning and investment management services to individuals, families, trusts, and estates. Financial planning includes budgeting, cash flow, retirement, education, tax, and estate planning. Investment management is tailored to each client's goals, risk tolerance, and objectives, outlined in an Investment Policy Statement. Imagine Math has discretionary authority to manage accounts.
Assets Under Management$3.7M
Clients8
Advisors1
Avg. per Client$470K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Imagine Math may charge a lesser investment advisory fee under certain circumstances (e.g., account composition, client negotiation, anticipated future earnings).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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