Investment Management Trust, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$123,450,001
Clients
147
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
147
Very HighAverage account size
$839,796
Client services
Fee options
$0 - $100,000: 1.25% $100,000 - $200,000: 1.00% $200,000 - $300,000: 0.825% $300,000 - $400,000: 0.75% $400,000 - $500,000: 0.625% $500,000 - $600,000: 0.50% $600,000+: 0.375%
Account minimum: $50,000 minimum; if account value drops below $40,000, a minimum annual fee of $500 applies (negotiable) Minimum fee: Minimum annual fee of $500 if account falls below $40,000 (negotiable) Fee-only: Fees charged based on AUM tiers; no commissions received
Main office location
Investment Management Trust, LLC
14 Oliver St
Fitchburg MA 01420, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")