The Institute for Wealth Management (IWM) offers investment advisory services through managed accounts, where clients can choose to have IWM or their advisor manage their portfolio. IWM also provides financial planning services, including analyzing a client's financial condition, investment needs, and estate planning. IWM may use unaffiliated investment managers and relies on both fundamental and technical indicators.
Assets Under Management$1.2B
Clients817
Advisors17
Avg. per Client$1.4M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Loading...