Assets Under Management
$406.9M
Number of Clients
278
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$58.1M
Compensation
Fee-Only (AUM)
IMS Capital Management provides financial planning, portfolio management, wealth management services, pension consulting, educational seminars, and newsletter publications. Recommendations are based on client goals, risk tolerance, and financial situation. Investments are offered through different strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable.
8995 S.E. Otty Road, Portland, OR, 97086