Steven Greig
Steven Greig is a registered investment advisor at Iams Wealth Management, LLC, based in West Des Moines, IA, with 8 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
4949 Westown Pkwy, Suite 100, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the owner and investment advisor representative at The Retirement Strategies, dedicating nearly full-time hours to advisory services. He also owns The Insurance Strategies as an agent, spending a few hours per week on insurance services.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
Creativeone Wealth, LLC
Simplicity Wealth
Brookstone Wealth Advisors, LLC
Fortress Wealth Management
Cetera Advisor Networks LLC
Investment Advisors CORP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.