Zachary Reeg
Zachary Reeg is a CFP-designated registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.
Fee Estimator
Location
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsHistory
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
Zachary is the President/Owner of Goodlife Wealth Management, selling life insurance, health insurance, and annuities. This takes a few hours per week.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Cwm, LLC
State Registrations3 states
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
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