Matthew Gill
Matthew Gill is a registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 7 years of industry experience. Matthew 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 (1)
Criminal
September 1986Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent and mortgage loan originator, managing member of Westwood Financial Solutions, LLC, and provides outsourced estate planning services through Legacy Lock. He also offers consulting services for financial professionals through A.C.E.S. Advisor Consulting & Education, spending about half of his time on these activities.
Employment History
Current Registrations
Iams Wealth Management, 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.