Intermountain Wealth Management (IWM) is a registered investment advisor offering investment advice and financial planning services. IWM manages client portfolios using various investment models, providing discretionary and non-discretionary management. Financial planning services are included in the portfolio management fee. IWM's investment advice is based on technical and fundamental analysis.
Assets Under Management$90M
Clients452
Advisors2
Avg. per Client$200K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Intermountain Wealth Management charges an annual fee based on the value of your portfolio. The fee is calculated quarterly, in arrears, based on the average daily balance of your account. The annual fees are as follows:
- $0 - $50K: 1.50% (Investment Models), 1.25% (All Bond), 1.25% (Self-Directed)
- $50K - $100K: 1.25% (Investment Models), 1.00% (All Bond), 1.00% (Self-Directed)
- $100K - $1M: 1.00% (Investment Models), 0.75% (All Bond), 0.75% (Self-Directed)
- $1M+: 0.75% (Investment Models), 0.50% (All Bond), 0.50% (Self-Directed)
- $5M+: 0.50% (Investment Models), 0.25% (All Bond), 0.25% (Self-Directed)
All accounts in a client’s household are combined to determine the fee level. SIMPLE IRA accounts are considered separately.
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