| Assets Under Management | Annual 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.
331 Newman Springs Road, 4th Floor Suite 143, Red Bank, NJ, 07701
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Learn about disclosures →Gregory is a CEO of Vista Financial and a licensed independent insurance agent selling fixed insurance products, dedicating about half his time to this role. He also provides outsourced estate planning software services through Legacy Lock, spending a few hours per week on this activity.