IMG Wealth Management, Inc |
| User Type | Advisor |
| Entity Name | IMG Wealth Management, Inc |
| Member since | 10/03/2017 |
| SEC Registration # | CRD# 285966 |
| Minimum Investment Required | ($ 1.0) |
| Assets Under Managment | $ 0.0 |
Summary
IMG
Wealth Management, Inc is a registered investment advisor in the State of
Florida, serving high net-worth individuals and institutions. The firm’s team
of financial advisors and investment managers operate in a fiduciary capacity
to serve the best interests of its clients. Services are offered on a fee-based
and flat-fee schedule, and are tailored to each client’s unique needs and
objectives.
The
foundation of our investment philosophy is built on time and research tested
investment and economic principles. But our secret sauce is to always ask
“why?” Instead of trying to find the information that confirms our current
investment strategy, we are continuously trying to find the information that
might reveal where we’re wrong.
Financial markets are more like a living
organism than the pages of a book. What works one month, or year, or decade,
may be totally ineffective the next. So, while it feels good to be right,
willfully blinding one’s self to how they might be wrong tends to end poorly
when it comes to investments. Although we invest to meet objectives, which
usually entails intermediate to long-term investments, we always want to be
able to explain and justify why we are invested the way we are at any given point
in time.
Please visit our website at IMGWealthManagement.com for more information.
Contact Details |
| Location | Jacksonville, Florida |
| Address | 8771 Perimeter Park Ct, Suite 102 |
| Postal Code | 32216 |
| Country | United States |
| Phone | 904-881-5272 |
| Fax | |
| Web Site | https://imgwealthmanagement.com |
Fee Structure
$250,000
- $500,000: 1.50%
$500,001
- $1 Million: 1.00%
$1
Million - $5 Million: $10,000/Annual Flat Fee
Greater
than $5 Million: Negotiated Flat Fee