IMG Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IMG Wealth Management is a fee-based advisory firm that serves individual and high‑net‑worth clients, managing about $209.7 million across roughly 710 client relationships through a seven‑advisor team. The firm provides discretionary and non‑discretionary portfolio management, ongoing financial planning and consulting, and public seminars and educational workshops.
IMG’s investment process is tailored to each client’s stated objectives, time horizon, and risk tolerance and relies on fundamental, technical, and macroeconomic analysis; client objectives are documented in an investment policy or similar plan. The firm conducts regular account reviews (quarterly or more often as needed) and, when appropriate, may engage third‑party sub‑advisors to implement models while retaining overall responsibility for the client relationship.
Distinctive operational features include a formal program of public seminars and workshops—separately disclosed as educational offerings with some sessions available for a fee and other overview seminars provided at no cost—which is uncommon among peer firms. The brochure also discloses that multiple advisors maintain insurance licensure and other outside business activities; those relationships and potential conflicts are described along with the firm’s procedures to manage them.
Client services
Expertise
Fee options
Seminars and educational workshops fee of $100; seminars to overview IMG services offered at no cost
$0 - $249,999: 1.50% annually $250,000 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiated flat fee, not to exceed 0.50% annually
$150/hour (negotiable) for financial planning and consulting
Account minimum: $250,000 Fee-only: Financial planning and consulting hourly rate at $150/hour (negotiable)
Main office
8771 Perimeter Park Ct., Suite 102
Jacksonville FL 32216
Advisors at this office
7
Most active in
Florida · Georgia · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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