You have a goal, we have the people and processes to help you achieve it.

Your IMG Wealth Management Team

Nick Edwards

CFP®


Nick Riscigno

Financial Advisor


Nathan Edwards

CFA, CFP®


Roshnie Patel

J.D.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

The Client Experience

I. Information Gathering

To determine if and how we can help, we start by gathering information.


II. Analysis & Evaluation

We analyze and evaluate your data to formulate a strategy. We then develop a proposal outlining how we intend to accomplish your stated objectives.

III. Presentation

Our proposal consists of multiple options for review and discussion. Potential strengths and weaknesses of each are covered in detail to facilitate the decision making process.


IV. Implementation & Monitoring

We implement your chosen strategy by establishing all necessary accounts. We then monitor or directly manage your assets accordingly.

V. Review

At least annually, we conduct a review in person, by phone, or web to evaluate our performance and assess the need for revisions.


Blended Asset Fee Schedule


Assets Under Management Annual Fee
Less than $250,0001 1.50%
$250,000 - $500,000 1.25%
$500,001 - $1,000,000 1.00%
$1,000,000 - $5,000,000 $10,000 Flat Fee
Greater than $5,000,000 Negotiated Flat Fee


With the exception of pay-per-hour consulting and stand alone financial plans, a service agreement is typically not executed until you have been presented with a proposal of services and have requested specific services to be rendered. You will know the precise scope of services provided and the associated costs prior to the accrual of any fees.

Fixed Income Portfolio Fee Schedule2


Assets Under Management Annual Fee
$1,000,000 - $5,000,000 0.25%
Greater than $5,000,000 Negotiated Flat Fee


Fee For Service3

Fee for service arrangements can sometimes be established under circumstances in which IMG Wealth Management, Inc. has not been contracted for asset management services. Please see our Form ADV for additional information.

1 The minimum investable asset requirement for new clients is $250,000 outside of special consideration at the discretion of IMG Wealth Management, Inc.
2 Portfolios with allocations in excess of 90% to debt and/or other fixed-income securities will be considered fixed income portfolios.
3 Comprehensive financial planning, plan maintenance, and the institutional equivalents, are services included at no additional cost when IMG Wealth Management, Inc. has been contracted for asset management services.

Download our ADV PDF


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