IM Wealth, LLC offers personalized portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm provides three distinct ongoing financial planning tiers—IM Concierge, IM Family CFO, and IM Family Office—which include comprehensive investment advice, retirement and education planning, tax analysis, estate planning, budgeting, and cash-flow guidance. Each planning tier also offers optional portfolio management services. For clients seeking investment management only, IM Wealth constructs portfolios using mutual funds, exchange-traded funds, fixed income securities, equities, and alternative investments, operating as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standalone portfolio management is 1.00% annually. If combined with financial planning tiers, the portfolio management fee is discounted to 0.50% (IM Concierge), 0.30% (IM Family CFO), or 0.20% (IM Family Office). Fees are generally negotiable.