Investment Management Solutions, Inc. recommends and monitors third-party investment advisors to manage client accounts based on their individual needs and objectives. They also offer retirement plan consulting services. The firm reviews potential third-party advisors based on factors like fees, reputation, and performance. Investment Management Solutions maintains a relationship with clients by monitoring their accounts, making recommendations, and acting as their primary financial advisor.
Fee Structure
Investment Management Solutions recommends using a third-party investment advisor to manage your investments. As a co-advisor, Investment Management Solutions charges a fee based on a percentage of the assets managed by the third-party advisor. The maximum annual management fee is 2.00%, and this fee is negotiable and can be lowered by aggregating accounts within a household. The third-party advisor may also charge a platform fee. The total fees will not exceed 3% of assets under management. The management fee includes the third-party advisor's fee.