Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowJohn Kitcher is a CFA® charterholder affiliated with iA Private Wealth (USA) Inc., where he has worked since 2019. His prior experience includes three years with Desjardins Financial Security Independent Network. Outside of his U.S. advisory role, he is also a registered representative with iA Private Wealth Inc., the firm's Canadian affiliate, focusing on sales activities. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to a range of clients including individuals, trusts, estates, corporations, and charitable entities. The firm offers managed accounts through platforms like Pershing Advisor Solutions’ Managed360 and integrates top-down and bottom-up fundamental analysis with technical analysis and asset allocation models in its investment process.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
California · New York · Texas
1 year of industry experience
iA Private Wealth Insurance
2019 - Present • 7 years
Ottawa
iA Private Wealth
2019 - Present • 7 years
Ottawa
Desjardins Financial Security Independent Network
2015 - 2018 • 3 years
Ottawa
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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