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Cody Matthew Lippert

7 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

9171 Towne Centre Drive, Suite 100, San Diego, CA, 92122

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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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Employment History
Current Registrations
Ima Advisory Services, INC.
July 2025 - Present · 6 mos
Previous Registrations
Mma Securities LLC
January 2022 - July 2025 · 3 yrs 6 mos
Mma Securities LLC Broker
January 2022 - July 2025 · 3 yrs 6 mos
Mma Securities LLC
July 2020 - January 2022 · 1 yr 6 mos
Mma Securities LLC Broker
April 2020 - January 2022 · 1 yr 9 mos
Vanguard Marketing CorporationBroker
October 2018 - April 2020 · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.