Immaculate Wealth Management Fees & Minimum

Overview

Headquarters: Mesa, AZ
Total Firm Assets: $141 million
Average High-Net-Worth Client Portfolio Size: $1.0 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: ADV2A & 2B SEC (2026-10-29) · View brochure text
Latest filing: ADV2A &2B SEC WRAP BROCHURE (2026-10-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000	2.00%
$100,001	$500,000	1.75%
$500,001	$1,000,000	1.50%
$1,000,001	$3,000,000	1.30%
$3,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,500	1.65%
$5 million	$62,500	1.25%
$10 million	$112,500	1.12%
$50 million	$512,500	1.02%
$100 million	$1,012,500	1.01%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.19%
Number of High-Net-Worth Clients: 91
Total Client Accounts: 796
Discretionary Accounts: 796

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 167657

ADV2A & 2B SEC (2026-10-29) (fee schedule source) · View brochure text
ADV2A &2B SEC WRAP BROCHURE (2026-10-29) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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