Brian Dvorak
Brian Dvorak is a registered investment advisor at Iams Wealth Management, LLC, based in Kaukauna, WI, with 12 years of industry experience. Brian 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
Kaukauna, WI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2009Other Business ActivitiesSells Insurance
Brian is involved with Dvorak Wealth Management, which is not investment-related, and sells insurance and annuities for commissions. The business is located in Kaukauna, WI.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
USA Financial Securities Corporation
Morgan Stanley & CO. Incorporated
State Registrations3 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.