IMG Wealth Management, Inc. logo

IMG Wealth Management, Inc.

Updated today

Client assets under management

$209,685,185

Clients

710

4% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

101

High

Average account size

$295,331

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Seminars and educational workshops fee of $100; seminars to overview IMG services offered at no cost

Percentage

$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

Project-based

$150/hour (negotiable) for financial planning and consulting

Other

Account minimum: $250,000 Fee-only: Financial planning and consulting hourly rate at $150/hour (negotiable)

Main office location

IMG Wealth Management, Inc.

8771 Perimeter Park Ct., Suite 102

Jacksonville FL 32216, United States

Number of offices

1

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

Advisors at this firm

user avatar

Nathan E

CFP®, CFA®, Series 66

Jacksonville, FL

IMG Wealth Management, Inc.

Nathan Edwards is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding the CFP® and CFA® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Planmember Securities Corporation and operating Edwards Retirement Planning, Inc., an independent financial and insurance services business. Edwards also serves as an expert consultant for JustAnswer LLC, providing advice on finance and Social Security benefits. IMG Wealth Management serves individual and high-net-worth clients with fee-based advisory and financial planning services. The firm creates personalized investment programs using fundamental, technical, and macroeconomic analysis, and offers educational workshops alongside a team-based approach with multiple credentialed professionals.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Michael S

Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Michael Steele is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 license with nine years of industry experience. His previous roles include positions at Sergeant Capital Strategies, LLC, Gerson Lehman Group Inc., and Virtue Capital Management, LLC. Outside of his advisory work, he is an Independent Associate with LegalShield, providing prepaid legal services and identity theft protection. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized approach using fundamental, technical, and macroeconomic analysis, and operates with a mid-sized team structure that includes CFP and CFA professionals alongside licensed insurance and broker-dealer activities.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Nick E

CFP®, Series 63, Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Nick Edwards is a CFP® with 24 years of industry experience. He is a financial advisor at IMG Wealth Management, Inc., where he has worked since 2017. Edwards is also president of Allen Edwards & Associates, an insurance products and sales business based in Jacksonville, FL, which he has led since 2003. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm uses a team approach combining fundamental, technical, and macroeconomic analysis and offers educational workshops as part of its client services.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Chad B

Series 63, Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Chad Bunnell is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Principal Securities, Inc. and Madison Avenue Securities, among others. Outside of his advisory work, he assists with decision-making and logistics for the St. Johns Stingrays swim team. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, including portfolio management, retirement planning, and educational workshops. The firm employs a team approach with multiple credentialed professionals and uses a sub-advisor model alongside formal expense-sharing arrangements.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Nicholas C

Series 63, Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Nicholas Coutros is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Madison Avenue Securities, Charles Schwab & Co., Inc., and the UCF Athletics Association. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, utilizing a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Philip D

Series 65, Series 66

Jacksonville, FL

IMG Wealth Management, Inc.

Philip Detlefs is a financial advisor at IMG Wealth Management, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Investment Management Group, LLC and Madison Avenue Securities, LLC. Outside of his advisory role, he serves as a trustee for a private foundation focused on outreach and is a board member of the Fellowship of Christian Athletes in St. Johns County. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and utilizes third-party sub-advisors while maintaining direct client relationships.

College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Nick R

Series 63, Series 65

Jacksonville, FL

IMG Wealth Management, Inc.

Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IMG since 2017. Prior to this, he worked at Planmember Securities Corporation and has operated Riscigno & Associates, Inc. since 2006. Outside of his advisory role, he is involved in insurance sales and services as an independent agent. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach using fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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