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The fee is negotiable.","source":"THE INSTITUTE FOR WEALTH MANAGEMENT ADV 2A 03242026, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Institute for Wealth Management use?","answer":"Institute for Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.1B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Institute for Wealth Management have?","answer":"Institute for Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 18 employees, and 17 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Institute for Wealth Management invest in?","answer":"At the end of its last fiscal year, Institute for Wealth Management’s separately managed accounts held 73% exchange-traded equities, 15% pooled vehicles (private funds and similar), 5% investment grade corporate bonds, 3% cash and equivalents, 2% U.S. government and agency bonds and 2% other. 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