IMS Capital Management offers financial planning, portfolio management, wealth management, pension consulting, educational seminars, and newsletter publications. IMS creates investment recommendations based on clients' goals, risk tolerance, and financial situations. IMS primarily offers investments through a Capital Value Strategy, a Strategic Income Strategy, and a Strategic Allocation Program.
Assets Under Management$410M
Clients278
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Management fee schedule and minimum account size are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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