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Charles Richard Heuring

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,536 clients
Average Client Portfolio
$223K average
Assets Under Management
$343.0M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+Included

Fees are negotiable within a range. A percentage of IAMS Wealth’s fee is paid to third-party model providers, ranging from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18881 West Dodge Road, Suite 180E, Omaha, NE, 68022

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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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Employment History
Current Registrations
Iams Wealth Management, LLC
January 2017 - Present · 9 yrs 1 mo
State Registrations6 states
GAILNCNEOHOK
Advisor
Exams
No exam information available for this advisor.