Imperium Wealth Management works with individuals, businesses, trusts, and retirement plans to create customized financial plans. IWM offers investment management, financial planning (including tax preparation), and retirement plan consulting. Financial planning is generally included with investment management in the firm's wrap program, but is also available separately. IWM primarily invests client assets in mutual funds, exchange-traded funds, individual stocks and bonds, and real estate investment trusts.
Assets Under Management$260M
Clients186
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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