IMA Private Wealth offers comprehensive wealth management services, including asset management and financial planning, to individuals, high-net-worth individuals, trusts, estates, and other clients. The firm operates on a discretionary and non-discretionary basis, constructing diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and other securities. In addition to direct portfolio management, IMA Private Wealth provides access to third-party investment managers through unified managed account programs and advises on private investment funds. Financial planning services cover cash flow analysis, budgeting, retirement needs, asset allocation, education funding, tax efficiency, charitable giving, and estate considerations. IMA Private Wealth is headquartered in Denver, Colorado, and operates as a division of IMA Advisory Services, Inc., which is a subsidiary of IMA Financial Group, Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees will not exceed an annual fee of 1.25% and are negotiable. A separate administrative technology platform fee beginning at 0.05% applies, subject to a minimum quarterly fee of $10 ($40 annually).