| Assets Under Management | Annual 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.
Elkhorn, NE
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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 →Brady is the owner and insurance agent for Pelzer Capital, LLC, selling annuities, and Exclusive Strategic, LLC, selling insurance and annuities, dedicating about a quarter of his time to these activities. He also provides outsourced estate planning services through Legacy Lock, LLC, spending a few hours per week on this non-investment related activity.