International Management Advisors Ltd.

International Management Advisors, Ltd. (IMA) is a registered investment adviser founded in 2006, offering discretionary investment management, financial planning, and related services to individual clients. The firm specializes in providing personalized financial planning, tax planning, tax preparation, bookkeeping, and accounting services. IMA tailors investment strategies to each client, with a focus on passively managed equity portfolios and laddered fixed income portfolios. The firm manages approximately $103,361,595 of client investment assets on a discretionary basis. Clients are encouraged to review detailed quarterly reports to ensure their asset allocation aligns with their financial goals and risk tolerance. IMA charges fees for investment management services based on a percentage of assets under management, typically ranging from 0.75% to 1.00%. Financial planning and other services fees are individually negotiated. The firm does not charge performance-based fees and primarily serves sports and entertainment professionals. IMA does not have a minimum balance requirement but suggests a minimum opening balance of $500,000 for investment management services. Clients have investment discretion, allowing IMA to trade securities without prior client approval. The firm does not vote client proxies and holds client assets at Fidelity Investments. Kurt J. Schoeppler, the President of IMA, has a CPA and CFA designation, with a background in finance and extensive experience in the industry.