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% LowNaveen Kumar is a CFA® charterholder and financial advisor at iA Private Wealth (USA) Inc. He has been with the firm since 2018 and previously worked at HollisWealth and Wipro Technologies. Outside of his role in the U.S., he also serves as a registered representative with iA Private Wealth Inc., the firm’s Canadian affiliate. iA Private Wealth (USA) Inc. provides discretionary investment management and advisory services to individuals, trusts, estates, corporations, and other entities through managed accounts and wrap-fee programs. The firm employs a combination of fundamental and technical analysis within client-specific investment policies and is notable for its wrap-fee program and integration with the iA Financial group.
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.
Georgia
1 year of industry experience
iA Private Wealth
2018 - Present • 8 years
Mississauga
HollisWealth
2017 - 2018 • 1 year
Ottawa
Wipro Technologies
2015 - 2017 • 2 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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