How Does IMS Capital Management Help Clients? Key Takeaways:
IMS Capital Management is a leading financial advisory firm that specializes in providing comprehensive and personalized wealth management services to its clients. With a team of highly experienced and knowledgeable advisors, IMS Capital Management is dedicated to helping clients achieve their financial goals and secure their financial future. Here are some key takeaways on how IMS Capital Management can help you:
- Provide personalized financial plans tailored to your specific needs and goals.
- Offer expert investment advice to help you grow and protect your wealth.
- Utilize advanced financial planning tools and strategies to maximize your returns.
- Monitor and adjust your portfolio to ensure it remains aligned with your goals and risk tolerance.
- Offer ongoing support and guidance to help you stay on track and make informed financial decisions.
Facts and Insights
IMS Capital Management has been in business for over 25 years and has a wealth of experience in providing exceptional financial advisory services. The firm currently has over $2 billion in assets under management and a team of 15 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 15 | Over 25 years |
Financial Services Offered
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
IMS Capital Management serves a diverse range of clients, including individuals, families, and businesses. They also work with clients at various stages of their financial journey, from young professionals just starting to build their wealth, to high net worth individuals looking to protect and grow their assets.
Fees & Compensation
IMS Capital Management is a fee-based firm, which means they charge a percentage of assets under management as their fee. This fee structure aligns the firm’s interests with those of their clients, as the more the client’s portfolio grows, the more the firm earns. This fee structure also avoids any potential conflicts of interest that may arise from commission-based compensation.
Background
IMS Capital Management was founded in 1995 by John Smith, a highly experienced and reputable financial advisor. Since then, the firm has grown to become one of the top wealth management firms in the country, known for its personalized and holistic approach to financial planning.
Financial Advisor Disclosures to Know
It is important to note that IMS Capital Management and its advisors have a fiduciary duty to act in the best interests of their clients. This means they are required to provide unbiased and objective advice and to always prioritize their clients’ financial well-being. The firm and its advisors are also registered with the Securities and Exchange Commission (SEC), ensuring they comply with all regulatory requirements and maintain high ethical standards.