IMG Wealth Management, Inc

User TypeAdvisor
Entity NameIMG Wealth Management, Inc
Member since10/03/2017
SEC Registration #CRD# 285966
Minimum Invetsment Required0.0
Assets Under Managment0.0


IMG Wealth Management, Inc is a registered investment advisor in the State of Florida, serving high net-worth individuals and institutions. The firm’s team of financial advisors and investment managers operate in a fiduciary capacity to serve the best interests of its clients. Services are offered on a fee-based and flat-fee schedule, and are tailored to each client’s unique needs and objectives.

The foundation of our investment philosophy is built on time and research tested investment and economic principles. But our secret sauce is to always ask “why?” Instead of trying to find the information that confirms our current investment strategy, we are continuously trying to find the information that might reveal where we’re wrong.

Financial markets are more like a living organism than the pages of a book. What works one month, or year, or decade, may be totally ineffective the next. So, while it feels good to be right, willfully blinding one’s self to how they might be wrong tends to end poorly when it comes to investments. Although we invest to meet objectives, which usually entails intermediate to long-term investments, we always want to be able to explain and justify why we are invested the way we are at any given point in time.   

Please visit our website at for more information. 

Contact Details

LocationJacksonville, Florida
Address8771 Perimeter Park Ct, Suite 102
Postal Code32216
CountryUnited States
Web Site

Fee Structure

$250,000 - $500,000: 1.50%

$500,001 - $1 Million: 1.00%

$1 Million - $5 Million: $10,000/Annual Flat Fee

Greater than $5 Million: Negotiated Flat Fee

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Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD    Investment Adviser Registration Depository
FINRA    Financial Industry Regulatory Authority
AAFM    American Academy of Financial Management
CFP    Certified Financial Planner Board of Standards
FPA    Financial Planning Association

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