Investment Management Corporation manages investment portfolios for individuals, businesses, trusts, and estates. They make investment decisions based on their analysis of market conditions and the performance of portfolio investments. They invest in stocks, bonds, exchange traded funds, and mutual funds. Investment Management Corporation does not take custody of client assets; an independent firm holds the assets and provides monthly statements.
Assets Under Management$190M
Clients193
Advisors3
Avg. per Client$990K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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