Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IIM's advisory fees are based on a percentage of assets under management, up to 2% annually. Fees are negotiable and may vary depending on factors like assets managed and services provided. The firm may waive fees for employees. Clients are also responsible for brokerage and transaction charges. The minimum account balance for separately managed accounts is generally $50,000, but this may be waived or lowered at IIM's discretion.
Areas of Practice
Advisor Information
Office location
920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ted is the CEO of Incline Management LLC, an investment management firm, and spends about half his time managing the business. He is also the President of Parkhill Financial LLC, a consulting practice, dedicating minimal time, and a Managing Member and IAR of Incline Investment Advisors, LLC, spending about half his time.