DD

Donald David Delande

14 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

1670 Broadway, Suite 3300, Denver Regional, Denver, CO, 80202-5602

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.
July 2025 - Present · 6 mos
Previous Registrations
Advice and Planning Services
April 2018 - July 2025 · 7 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
March 2016 - July 2025 · 9 yrs 4 mos
Key Investment Services LLC Broker
December 2014 - November 2015 · 11 mos
J.P. Morgan Securities LLC Broker
October 2012 - April 2014 · 1 yr 6 mos
Chase Investment Services CORP.Broker
March 2010 - October 2012 · 2 yrs 7 mos
State Registrations3 states
CACOTX
Advisor
Exams
No exam information available for this advisor.
Donald David Delande - Financial Advisor | AdvisorDiscover