IM Wealth provides portfolio management services based on individual client goals and risk tolerance. They create an investment plan and manage the portfolio with discretionary authority. IM Wealth also offers three tiers of financial planning services: IM Concierge, IM Family CFO, and IM Family Office, each with varying levels of access, support, and bundled services. These plans include investment advice, retirement and education planning, and more.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Optional portfolio management is available with financial planning packages at lower rates (0.20% - 0.40%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.