Scott Walker
Scott Walker is a registered investment advisor at Iams Wealth Management, LLC, based in Wichita, KS, with 24 years of industry experience. Scott 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
445 N Waco St, Suite D, Wichita, KS, 67202
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2013Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Scott is an independent insurance agent selling fixed insurance products, including life, health, annuities, property & casualty, dedicating nearly full-time hours. He is also the owner/president of Walker Group, Inc., a DBA for insurance sales, which also takes nearly full-time hours.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Virtue Capital Management, LLC
Coppell Advisory Solutions, LLC
Brokers International Financial Services, LLC
Intersecurities, INC.
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.