IEM ASSET MANAGEMENT, LLC

Overview

IEM Asset Management, LLC is a small, independent registered investment adviser that concentrates on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates under an individual ownership structure and offers multiple fee arrangements — percentage of assets under management, hourly, fixed fees and performance-based fee options — which allows it to accommodate both standard advisory relationships and customized planning engagements. Investment activity is modest in scale and skewed toward liquidity management. The firm is not an active ESG investor, does not act as a capital allocator to external private funds, and is not registered as a multi-state adviser. Client work appears focused on core financial planning needs and straightforward portfolio oversight rather than institutional or pension consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices