Marianne Nolte is a CFP-designated registered investment advisor at Imagine Financial Services, based in Lake Havasu City, AZ, with 10 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 42 clients with $13M in assets under management.
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Fee Structure
Imagine Financial Services (IFS) manages investment portfolios for a fee based on the value of your account. The specific percentage is negotiable. For clients with accounts of $500,000 or more, IFS may use Dimensional Fund Advisors (DFA) as a sub-advisor, which charges an additional 0.29%. If a sub-advisor is used, the total fees charged by both parties will not exceed 3% per year. The minimum account size is $300,000, but this may be waived.
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Marianne Nolte
Location
Lake Havasu City, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Imagine Financial Services
Previous Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations3 states
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