Kellie Masters
Kellie Masters is a CFP-designated registered investment advisor at Wealth Advisors of Iowa, LLC, based in West Des Moines, IA, with 14 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 550 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.50% of total assets under management. Fees are generally negotiable and detailed in the client agreement.
Fee Estimator
Location
1601 West Lakes Parkway, Suite 200, West Des Moines, IA, 50266
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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 ActivitiesSells Insurance
Kellie sells fixed insurance products, including long-term care, disability insurance, and life insurance. This activity requires minimal time.
Employment History
Current Registrations
Wealth Advisors of Iowa, LLC
State Registrations2 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.
Exams
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