Jasmine Chen is a CFA-designated registered investment advisor at Ima Advisory Services, INC., based in Las Vegas, NV. Jasmine 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
Las Vegas, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ima Advisory Services, INC.
State Registrations1 state
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