Premier Investment Management and Planning Services (IMPS)
For accounts at or above $500,000, same as IMS, plus annual Comprehensive Financial Action Plans are available upon request.
For accounts below $500,000, same as IMS, plus annual Financial Independence Action Plans are available upon request.
Fees:
Tier
Quarterly
Nominal Annual
(a) first $1,000,000
27/80 of one percent
1.35%
(b) next $2,000,000
1/5 of one percent
0.80%
(c) above $3,000,000
11/80 of one percent
0.55%
Fees for larger accounts to be determined based on individual circumstances.
The minimum quarterly fee is $750.
