BH

Brian Douglas Heinke

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K

Fees for asset management are based on a percentage of assets under management and will not exceed 1.25% annually. An additional administrative fee beginning at 0.05% is charged for technology platforms. A $10 minimum quarterly technology platform fee ($40 annually) applies to each account. Financial planning and investment due diligence fees are negotiable. Subadvisor fees are in addition to IMA Private Wealth's fees. The managed assets in Private Funds will be assessed a lower advisory fee by us, not to exceed an annual fee of 50%. A minimum of $50,000 is generally required to open and maintain an advisory account or enter into a financial planning agreement, but this is negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

1705 17th Street, Suite 100, Denver, CO, 80202

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Ima Advisory Services, INC.
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Truenorth, INC.
August 2005 - March 2014 · 8 yrs 7 mos
Ima Wealth Broker
April 2005 - December 2023 · 18 yrs 8 mos
Gwfs Equities, INC.Broker
March 2003 - April 2005 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1997 - February 2003 · 5 yrs 7 mos
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.