Ims Capital Management
Assets Under Management
$406.9M
Number of Clients
278
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$58.1M
Compensation
Fee-Only (AUM)
About This Firm
IMS Capital Management offers financial planning, portfolio management, wealth management, pension consulting, educational seminars, and newsletter publications. They tailor recommendations based on client goals, risk tolerance, and financial situation. Investments are offered through Capital Value, Strategic Income, and Strategic Allocation Program strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees and minimum account size are negotiable.
Fee Estimator
You'll pay an annual management fee based on your total assets under management (see table for rates). For example, a $2 million account would be charged 0.85%. The minimum account size is generally $250,000, but both the fee and minimum are negotiable. Financial planning and investment consultation services are available at $90 per hour, or for a flat or retainer fee. Other fees may include custodian fees and mutual fund expenses.
Areas of Practice
Location
8995 S.E. Otty Road, Portland, OR, 97086