Iem Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000⁠-⁠$1,075/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $1000 to $1075 per hour.”

Flat or project fee

$1,000⁠-⁠$50,000

“Our Financial Planning and ongoing yearly advice fees are calculated and charged on a fixed fee basis, typically ranging from $1000 to $50,000, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Iem Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are billed monthly, in arrears, at the end of each month based upon the average value of 4 weekly records as well as the end of the month value.”
• “These fees are still lower than the broader industry standard.] IEM Asset Management, LLC's advisory fees are not negotiable.”
• “Our fees are billed monthly, in arrears, at the end of each month based upon the average value of 4 weekly records as well as the end of the month value.”

How Iem Asset Management, LLC’s fees compare

• Its hourly rate of $1,000-$1,075 is above the New Jersey median of $300. 100% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the New Jersey median of $5,000. 93% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Iem Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$6,670,374

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141549

Website

iem-asset.com (opens in new tab)

Phone

(732) 784-1812

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000

Compare all 18 planners in Red Bank