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

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

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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

Blake is a board member for the Young Professionals Board of Special Olympics Colorado, working with special needs athletes. Blake dedicates a few hours per week to this role, which involves marketing, secretarial duties, and social media strategy.

Employment History
Current Registrations
Ima Advisory Services, INC.
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Nylife Securities LLCBroker
July 2023 - July 2024 · 1 yr
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.