Michael Audi
Michael Audi is a registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 6 years of industry experience. Michael 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
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsHistory
Regulatory History (4)
Regulatory
August 2018Regulatory
July 2009Criminal
April 1983Criminal
December 1982Other Business ActivitiesSells Insurance
Michael is the President of MLA Finance, an investment-related business, since 2000, offering annuities, life insurance, and retirement planning. He spends full-time hours on this activity, with about half his time during securities trading hours, focusing on marketing, sales, servicing, and administering life and annuity contracts.
Employment History
Current Registrations
Iams Wealth Management, LLC
State Registrations1 state
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.