Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ian is an agent/owner at IRY Associates LLC, selling life, disability, and long-term care insurance since 2020. This takes about 10-20% of Ian's time and is investment-related.
Employment History
Current Registrations
Lexaurum Advisors
September 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - September 2024 · 3 mos
Osaic Wealth, INC.
June 2024 - September 2024 · 3 mos
Securities America, INC.Broker
July 2020 - June 2024 · 3 yrs 11 mos
Securities America Advisors, INC.
July 2020 - June 2024 · 3 yrs 11 mos
Bancwest Investment Services, INC. (bwis)
January 2015 - July 2020 · 5 yrs 6 mos
Bancwest Investment Services, INC.Broker
January 2015 - July 2020 · 5 yrs 6 mos
T. Rowe Price Advisory Services, INC.
December 2012 - June 2014 · 1 yr 6 mos
T. Rowe Price Investment Services, INC.Broker
April 2012 - June 2014 · 2 yrs 2 mos
State Registrations2 states
COTX
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.