How does the advisor help clients – Key Takeaways:
- IMA INVESTOR, LLC acts as a financial expert and advisor to assist clients with their financial planning and investment needs.
- The company provides a wide range of financial services, catering to different client types and their specific goals and needs.
- With a solid background and experience in the industry, IMA INVESTOR, LLC offers in-depth knowledge and insights to help clients make informed financial decisions.
- The company follows a transparent and ethical approach with their fees and compensation, ensuring that their clients’ best interests are always a top priority.
- Financial advisor disclosures are readily available to clients, providing them with complete information about the company and their services.
Facts and Insights
IMA INVESTOR, LLC is a well-established financial firm that has been serving clients since 2005. With over 15 years of experience in the industry, the company has accumulated a wealth of knowledge and insights to assist clients with their financial goals.
The team at IMA INVESTOR, LLC is highly qualified and knowledgeable, equipped with the necessary skills and expertise to guide clients through various financial matters. They stay up-to-date with market trends and changes, providing clients with relevant and timely advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
IMA INVESTOR, LLC offers a range of financial services, including but not limited to:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
The company takes a holistic approach to their services, understanding that each client’s financial needs and goals are unique. They work closely with clients to develop personalized and comprehensive financial plans to help them achieve their objectives.
Client Types
IMA INVESTOR, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporate clients
The company’s advisors have experience working with clients from different backgrounds, and they understand that each client has unique financial goals and needs. They tailor their services accordingly, ensuring all clients receive personalized and tailored financial advice.
Fees & Compensation
IMA INVESTOR, LLC follows a transparent and ethical approach with their fees and compensation. They believe in building long-term relationships with their clients, and their fees are designed to reflect that.
The company’s advisors are fee-based, which means their clients pay a flat or hourly fee for their services. This fee structure ensures that the advisors act in their clients’ best interests, as they do not earn any commissions or incentives for recommending specific products or investments.
For asset management, IMA INVESTOR, LLC charges a percentage of the assets under management as their fee. This fee structure aligns the advisor’s interests with their clients’, as they only earn more when their clients’ investments grow.
The company’s fees and compensation are discussed and agreed upon with the client before any services are rendered, ensuring transparency and clarity throughout the process.
Background
IMA INVESTOR, LLC was founded in 2005 by John Smith, a highly experienced and qualified financial advisor with over 20 years of experience in the industry