| 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.
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
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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 →Chad works as an insurance agent selling fixed insurance products, including life and health insurance, and annuities. This activity takes a few hours per week, with minimal time spent on securities trading.