Jesse Sindorf is a registered investment advisor at Iag Wealth Partners, LLC, based in Waukesha, WI, with 8 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,229 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAG Wealth Partners offers investment advisory services where your annual fee is a percentage of the value of your investments. The maximum fee is 1.75% annually, but it may be lower depending on factors like the amount you invest and negotiations with IAG. Fees are typically deducted quarterly in advance. IAG also offers access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.35% to 2.95%.
Location
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI, 53188
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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.
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Jesse is associated with IAG Wealth Partners as a DBA for LPL business and as a Registered Investment Advisor, providing administrative support. These activities take nearly full-time hours.
Employment History
Current Registrations
Iag Wealth Partners, LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations10 states
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