Imprint Wealth LLC
Assets Under Management
$107.2M
Number of Clients
64
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$107.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Imprint Wealth provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. Services include investment management and financial planning, with customized strategies based on client goals and risk tolerance. They may use internal management, independent managers, or a third-party platform for held-away assets.
Fee Structure
Investment management fees range from 0.50% to 2.00% annually, based on services offered, complexity, asset level, and overall relationship. Clients are also subject to an annual platform fee. Financial planning services are offered separately as a fixed project fee ranging from $1,000 to $15,000, or ongoing consulting services ranging from $10,000 to $220,000. Fees may be negotiable at the sole discretion of the advisor.
Areas of Practice
Location
375 N Shelmore Blvd., Suite 2B, Mount Pleasant, SC, 29464