Firm
Investment Management Trust
Fitchburg, Massachusetts
Fee-only
Investment Management Trust at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 147 individual clients, 42 of them high net worth.
- Its average account is about $405,000 (assets it manages divided by its 305 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Fitchburg, Massachusetts |
|---|---|
| Phone | (978) 343-3344 |
Investment Management Trust fees
Investment Management Trust doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $123 million |
| Individual clients | 105 |
| High-net-worth clients | 42 |
| Accounts managed | 305 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132396) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 129456 |