IMA Private Wealth provides wealth management and financial planning services. They offer asset management, financial planning independent of asset management, and access to third-party money managers through Envestnet. IMA Private Wealth serves individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations.
Assets Under Management$3.2B
Clients1,111
Advisors36
Avg. per Client$2.8M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$50K
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.
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Location
36 Advisors at this firm
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