Reid Simpson
Reid Simpson is a registered investment advisor at Iams Wealth Management, LLC, based in Scottsdale, AZ, with 11 years of industry experience. Reid 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
Scottsdale, AZ
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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
Reid is a real estate salesperson and an insurance agent selling fixed annuities, life, and health insurance. He is also a managing partner at Personalized Financial and a founding member of GolfCourseHomes.com, LLC, providing marketing services for real estate agents.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Personalized Financial
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State Registrations1 state
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