Susan Pool is a CFP-designated registered investment advisor at Ima Advisory Services, INC., based in Wichita, KS, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1,111 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IMA Private Wealth charges an annual fee based on a percentage of your portfolio. The exact fee may be negotiable. In addition, there is a separate administrative fee of at least 0.05% to cover technology platforms. There is a $10 minimum quarterly technology platform fee ($40 annually), which may be waived at the advisor's discretion.
Location
430 E Douglas Ave, Suite 400, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Susan is a Director/Officer for Wichita Habitat for Humanity, dedicating a few hours per week. She is also an Advisory Board and Executive Committee member for the Wichita Salvation Army, spending minimal time. Susan owns SMPHoldings, LLC, investing in residential real estate, which takes minimal time.
Employment History
Current Registrations
Ima Advisory Services, INC.
Previous Registrations
Ima WealthBroker
Truenorth, INC.
Nationsbanc Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.