Michael Wyant is a registered investment advisor at Iams Wealth Management, LLC, based in Dublin, OH, with 20 years of industry experience. Michael 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
5650 Blazer Parkway, Dublin, OH, 43017
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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 Activities
Michael is a partner at Plancheck, LLC, a sales and marketing company. He spends about a quarter of his time on this activity, with 20 hours occurring during securities trading hours.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Pentegra Distributors INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
State Registrations1 state
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