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Michael Brinker

14 Years of Experience
West Des Moines, IA
May Earn Commission

Michael Brinker is a 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 503 clients with $450M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
503 clients
Average Client Portfolio
$901K average
Assets Under Management
$453.1M

Fee Structure

WAI charges up to 1.5% annually of the value of your portfolio for portfolio management services. This fee is generally charged through WAI's wrap fee program. If your account is not managed within the wrap fee program, the fee structure described applies. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is either paid in advance or after the fact each quarter. The fee is deducted from your account's core money market mutual fund. These fees are negotiable.

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Location

1601 West Lakes Parkway, Suite 200, West Des Moines, IA, 50266

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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 Activities

Michael is a partner at McGowen Hurst Clark & Smith, a CPA firm, dedicating full-time hours. He is also a board member for the Greater Des Moines Leadership Institute and VisionBank Iowa, dedicating minimal time to each.

Employment History
Current Registrations
Wealth Advisors of Iowa, LLC
January 2012 - Present · 14 yrs 3 mos
State Registrations1 state
IA
Advisor

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
No exam information available for this advisor.