Investment Management Services Group, LLC logo

Investment Management Services Group, LLC

Updated today

Client assets under management

$9,158,055

Clients

86

8% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

29

Low

Average account size

$106,489

About

Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high‑net‑worth and non‑HNW households. The firm operates with a small advisory team (three advisors), serving about 101 clients and managing roughly $9.6 million in client assets.

The firm’s investment process blends fundamental, technical and cyclical analysis to construct diversified, equity‑focused portfolios for income, muni‑income, and growth/income objectives, and may use ETFs, closed‑end funds, REITs, preferred shares, mortgage REITs and municipal bonds. Portfolios are managed on a discretionary, asset‑based fee basis with regular reviews, position stop‑loss rules (rolling stops typically around 25%), and custody/execution handled through a recommended broker‑dealer relationship.

A notable feature is the firm’s affiliation with an insurance agency: several management personnel are licensed to sell life, health and annuity products, and a firm principal devotes a substantial portion of their time to the agency, creating potential referral and commission conflicts of interest the brochure discloses. The firm also disclosed a prior state regulator settlement addressing supervisory and designation‑related recordkeeping deficiencies, which was resolved without admission of wrongdoing.

Client services

Portfolio management

Expertise

Income planning Retirement income strategy Retirement withdrawal strategies

Fee options

Percentage

$0 - $49,999: 1.50% $50,000 - $999,999: 1.25% $1,000,000+: 1.00%

Main office location

Investment Management Services Group, LLC

4800 Dairy Road, Suite 101

Melbourne FL 32904, United States

Number of offices

1

Most active in

Florida

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

Julie D

Series 65

Melbourne, FL

Investment Management Services Group, LLC

Julie Decker is a financial advisor with Investment Management Services Group, LLC in Melbourne, FL, holding a Series 65 designation and 18 years of industry experience. She has been with Investment Management Services Group since 2007 and is also involved with IMS Partners. Outside of her advisory role, she serves as president of an insurance agency. Investment Management Services Group provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to manage diversified, equity-focused portfolios targeting income, muni-income, and growth/income objectives.

Income planning Retirement income strategy Retirement withdrawal strategies
user avatar

Christopher D

Series 65

Melbourne, FL

Investment Management Services Group, LLC

Christopher Decker is a financial advisor at Investment Management Services Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at IMS Partners, Inc. since 2012. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios tailored to income and growth objectives.

Income planning Retirement income strategy Retirement withdrawal strategies
user avatar

Paul M

Series 63, Series 65, Series 66

Melbourne, FL

Investment Management Services Group, LLC

Paul McCarthy III is a financial advisor with Investment Management Services Group, LLC in Melbourne, FL, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Investment Management Services Group since 2011 and is also a vice president and insurance agent at IMS Partners, Inc., where he manages an insurance agency and sells insurance-related products. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households, using a blend of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios.

Income planning Retirement income strategy Retirement withdrawal strategies
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