International Money Matters Pvt LTD
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
International Money Matters Pvt Ltd. (IMMPL) provides investment advice to individuals, including high-net-worth individuals. IMMPL works with clients to create a financial roadmap to achieve financial security and independence. This includes an initial discussion, plan formulation, plan presentation, implementation, and maintenance & review. IMMPL offers advice in cash flow management, insurance and risk management, tax planning, investment planning, and succession planning.
Assets Under Management$310M
Clients683
AdvisorsN/A
Avg. per Client$460K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$60K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | 1.50% |
| $120K - $360K | 1.15% |
| $360K - $600K | 0.90% |
| $600K - $1.2M | 0.75% |
| $1.2M - $1.8M | 0.60% |
| $1.8M - $2.4M | 0.50% |
| $2.4M - $3.0M | 0.40% |
| $3.0M - $4.8M | 0.35% |
| $4.8M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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