Samantha Jenkins is a CFP-designated registered investment advisor at Ima Advisory Services, INC., based in Denver, CO, with 23 years of industry experience. Samantha 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
1705 17th Street, Suite 100, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samantha is a member/owner of SMLC, LLC, an investment company involved in real estate and private equity, dedicating about 20% of her time to due diligence and capital investment. She is also a 20% member/owner of WAM, LLC, a similar investment company, spending a few hours per week on due diligence and capital investment.
Employment History
Current Registrations
Ima Advisory Services, INC.
Previous Registrations
Ima WealthBroker
Truenorth, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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.