Imperium Wealth Management

Wealth Management Firm in Bexar County, TX

Firm Info
Address: 8000 W I-10 # 1030, San Antonio, TX 78230, USA
Phone: (210) 332-9533

Firm Size
Assets Under Management: $141 million
# of Advisors: 2
# of Clients: 621
Client to Advisor Ratio: 311:1
Average Account Size: $227,026
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Imperium Wealth Management, LLC Overview

Imperium Wealth Management, LLC is a fee-only registered investment advisory firm based in San Antonio, Texas. Established in 2018, the firm is relatively new to the industry but has already made significant strides in helping clients achieve their financial goals. As a fee-only firm, Imperium does not receive commission-based compensation, which allows them to provide unbiased advice and recommendations. Imperium provides a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Their investment advice is tailored to the specific needs and goals of each client. They understand that every individual or business has unique financial circumstances and, therefore, craft personalized investment strategies. Imperium's portfolio management services extend beyond individual clients. They also manage portfolios for businesses and institutional clients. This service is tailored to the unique and complex investment needs of businesses, such as managing corporate pensions and providing advice on mergers and acquisitions. Overall, Imperium Wealth Management, LLC is a firm dedicated to helping clients achieve their financial goals. Their personalized approach and fee-only structure allow clients to trust their advice, knowing it is unbiased and tailored to their needs. With their range of services and years of industry experience, Imperium is a strong choice for those seeking investment advice and financial planning services.

IMPERIUM WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals seeking wealth management services, high net worth individuals requiring specialized planning and investment strategies, and pension or profit sharing plans seeking guidance on managing their funds. The firm's customized approach ensures that each client receives personalized attention and tailored solutions to meet their unique financial goals and objectives. When it comes to fee structures, IMPERIUM WEALTH MANAGEMENT, LLC provides a range of options depending on the service provided. One common structure is a percentage of AUM, which is a fee based on the total value of assets under management. This structure is typically used for ongoing portfolio management and investment advisory services. Hourly fees may be charged for more specific services, such as financial planning or tax preparation. Finally, fixed fees may be offered for projects with a defined scope, such as a comprehensive financial plan. The firm is committed to providing transparent and competitive fee structures while maintaining the highest level of service and expertise.

Typical Clients, Fee Structures & Investment Minimum

According to IMPERIUM WEALTH MANAGEMENT, LLC's Part 2 Brochure, there is an investment minimum of $500,000. The note states, "Imperium requires a minimum account size of $500,000 for new clients." Therefore, any potential clients looking to work with IMPERIUM WEALTH MANAGEMENT, LLC would need to invest a minimum of $500,000.

How This Office Can Help Bexar County, TX Residents

Imperium Wealth Management is dedicated to helping clients in Bexar County, TX to achieve their financial goals. One of the ways that Imperium Wealth Management assists clients in Bexar County, TX is through their comprehensive financial planning services. This includes helping clients to identify their financial goals, and then creating a plan to achieve those goals. In addition, the team at Imperium Wealth Management offers investment management services, which can be particularly helpful for clients living in Bexar County, TX who are looking to grow their wealth over time. Bexar County, TX residents might face a number of financial challenges. For example, many people in this area struggle with debt, whether it is credit card debt, student loan debt, or medical debt. Imperium Wealth Management can help clients to manage their debt by creating a plan to pay off outstanding balances over time. Additionally, many Bexar County, TX residents are concerned about retirement planning, particularly in terms of having adequate savings to support their lifestyle. Imperium Wealth Management can work with clients to create a plan for retirement savings and investment that meets their unique needs and life goals.

To view the Minimum Investment and Fee Schedule for Imperium Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Imperium Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Imperium Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8000 W I-10 # 1030, San Antonio, TX 78230, USA
Phone (210) 332-9533
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Imperium Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • Georgia
  • Nebraska
  • Texas

Disciplinary History

Imperium Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.