Brenda Oldham
Brenda Oldham is a registered investment advisor at Iams Wealth Management, LLC, based in Highland, MI, with 22 years of industry experience. Brenda 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
141 N. Milford, Ste. 101, Highland, MI, 48357
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2016Other Business ActivitiesSells Insurance
Brenda is the CEO/Owner of RAM Insurance Agency, selling various insurance products and managing insurance agents, dedicating about a quarter of her time. She is also an Investment Advisor Representative and Registered Representative, spending a significant amount of time on these investment-related activities, and involved in several charitable and educational organizations.
Employment History
Current Registrations
Iams Wealth Management, LLC
Calton & Associates, INC.Broker
Previous Registrations
Ele Advisory Services, LLC
Ele Wealth Advisors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Investacorp, INC.Broker
LPL Financial CorporationBroker
Usallianz Securities, INC.Broker
Investors Capital CORP.Broker
Allstate Financial Services, LLCBroker
State Registrations7 states
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.