IMA Wealth is a highly reputable local investment advisory firm based in Wichita, Kansas. With four offices strategically located, they are committed to providing top-notch financial services to clients. Boasting a dedicated team of 21 professionals, nearly all of them specialize in investment advisory services. Each investment advisor at IMA Wealth manages an impressive average of $36,060,000 in assets.
The firm's compensation structure is flexible and offers various options to meet clients' needs. They charge a percentage of assets under management, employ hourly charges, and offer fixed fees. While 401(k) and individual accoun...
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Assets Under Mgmt
$721.28M
Investment Professionals
20
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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