Timothy Romero
Timothy Romero is a registered investment advisor at Iams Wealth Management, LLC, based in Port Arthur, TX, with 8 years of industry experience. Timothy 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
2901 Turtle Creek Dr, Ste 415, Port Arthur, TX, 77642
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
Timothy is the President/Owner of Romero Retirement Strategies, offering life & health insurance and annuities since 2006, dedicating about half of his time. He also provides outsourced estate planning software services through Legacy Lock, spending a few hours per week.
Employment History
Current Registrations
Iams Wealth Management, LLC
State Registrations1 state
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