Img Wealth Management, Inc.
IMG Wealth Management, Inc. is a registered investment adviser headquartered in Jacksonville, Florida. Founded as an S Corporation under Florida law and wholly owned by Nick Edwards, the firm specializes in fee-based financial planning and investment advisory services. IMG provides tailored advice for asset management, retirement planning, tax strategies, estate planning, and college planning, primarily serving individuals (both non-high-net-worth and high-net-worth). The firm does not sell commissioned investment products but does have representatives who may sell insurance through an independent insurance firm. As of October 2024, IMG manages approximately $150 million in client assets and employs 7 professionals.
Investment Strategy
IMG Wealth Management delivers discretionary and non-discretionary asset management solutions, integrating investment advice into holistic financial planning. Client accounts are reviewed quarterly to ensure objectives align with the investment strategy, performance expectations are met, and asset allocation is appropriate. The firm prioritizes fiduciary responsibility, aggregates transactions for beneficial pricing, and mitigates conflicts of interest related to soft dollar and research benefits. Advisory fees are tiered based on total assets managed, reflecting a transparent, client-first investment philosophy.
Top Holdings
Equity Positions (471)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | FIRST TR EXCHNG TRADED FD VI | 10.47% | $13.5M | 425,139 | $30.49 | $31.80 | +$1.9M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.81% | $8.8M | 222,549 | $35.59 | $39.49 | +$1.4M |
B BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.59% | $8.5M | 256,154 | $31.42 | $33.20 | +$1.5M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 5.67% | $7.3M | 275,408 | $25.52 | $26.56 | +$715.6K |
Q QQQ | INVESCO QQQ TR | 5.39% | $7.0M | 12,607 | $511.94 | $551.64 | +$1.2M |