Investment Management LLC offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement to guide investment decisions. IML also provides financial planning services covering areas like retirement, college, and tax planning. IML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds.
Assets Under Management$1.3M
Clients9
Advisors2
Avg. per Client$150K
Avg. per Advisor$670K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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