IT
IT

Ian C Turner

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,536 clients
Average Client Portfolio
$223K average
Assets Under Management
$343.0M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+Included

Fees are negotiable within a range. A percentage of IAMS Wealth’s fee is paid to third-party model providers, ranging from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1000 Edgewater Pointe, Suite 306, Lake St. Louis, MO, 63367

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ian is a Vice President at Turner Financial Wealth Management and is licensed to sell fixed insurance products. He sells fixed annuities, long-term care, and life insurance, dedicating about 10-20% of his time to these activities.

Employment History
Current Registrations
Iams Wealth Management, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Gradient Advisors, LLC
October 2013 - October 2017 · 4 yrs
First Heartland Consultants, INC.
January 2011 - October 2012 · 1 yr 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Ian C Turner - Financial Advisor | TrueAdvisor