Advisor at International Management Advisors Ltd.
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Firm
International Management Advisors Ltd.
Location
Waite Hill, OH
Credentials
CFA®
Industry experience
10 years
Kurt Schoeppler is a CFA® charterholder and the sole advisor at International Management Advisors Ltd., where he has worked since 2006. He has 10 years of industry experience. International Management Advisors Ltd. provides discretionary investment management along with personalized financial planning and a range of accounting services, including tax planning and preparation. The firm serves a small client base primarily composed of sports and entertainment professionals, managing approximately $103 million in assets with a generally passive investment approach tailored to individual objectives and risk tolerances.
Based on International Management Advisors Ltd.
Financial planning and other services fees are individually negotiated; may be fixed annual fee or percentage of gross receipts.
1.00% annually
Account minimum: $1,000,000
Waite Hill, OH
Ohio
International Management Advisors Ltd.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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