JK
CFA · CFP

Justin Mark Kittle

13 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
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Advisor Information

Office location

430 E Douglas Ave, Suite 400, Wichita, KS, 67202

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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.

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Other Business Activities

Justin owns Access 39 LLC and Access 86 Storage LLC, both boat storage facilities, and spends minimal time managing them. He also owns 50% of Ocean View LLC, a rental property, and has minimal involvement.

Employment History
Current Registrations
Ima Advisory Services, INC.
January 2020 - Present · 6 yrs
Previous Registrations
Ima Wealth Broker
July 2020 - December 2023 · 3 yrs 5 mos
Plains Asset Management, LLC
April 2014 - January 2020 · 5 yrs 9 mos
Ameritas Investment CORP
April 2012 - December 2013 · 1 yr 8 mos
Ameritas Investment CORP.Broker
March 2012 - December 2013 · 1 yr 9 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.