Imani Change is a CFP-designated registered investment advisor at The Change Advisory Group, LLC, based in Chicago, IL, with 1 years of industry experience. Imani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 61 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. Minimum quarterly fee of $250.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Imani owns iChange Properties LLC, a real estate development and property management company, since 2022. She dedicates about a quarter of her time to identifying properties, organizing contractors, and addressing tenant needs.
Employment History
Current Registrations
The Change Advisory Group, LLC
State Registrations2 states
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