John Kitcher is a CFA-designated registered investment advisor at Ia Private Wealth (USA) INC., based in Ottawa. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iA Private Wealth (USA) charges an annual investment management fee based on a percentage of the assets they manage. This fee varies between 0.5% and 2.5%, depending on the amount you invest, the type of services you need, and negotiations. You'll also be responsible for fees charged by mutual funds and SMA account managers. Fees are deducted monthly from your account.
Location
101-1505 Laperriere Avenue, Ottawa, K1Z 7T1
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
John is a registered representative with iA Private Wealth Inc., a Canadian investment dealer, since 2019. He works full-time in sales for this business.
Employment History
Current Registrations
Ia Private Wealth (USA) INC.
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.