Jeffrey Bone is a registered investment advisor at Independent Wealth Network, INC., based in Urbandale, IA, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,365 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independent Wealth Network (IWN) is compensated with fees based on a percentage of the average daily value of your investments each month. The fees are deducted directly from your account. The exact management fee is negotiated between you and your advisor, but IWN requires a program fee of 0.10% of assets per year and does not allow advisors to charge more than 2.50% of assets per year. For accounts held away at other custodians, the program fee is higher.
Location
2350 NW 128th St, Urbandale, IA, 50323
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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.
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Jeffrey is on the finance and investment committee for St Paul's Lutheran Church and school, advising on investment strategy and allocation. He is also a board member for the Gene Slay's Girls & Boys Club of St. Louis, working on planned giving policies and procedures; both activities require minimal time and are not investment related.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Fra Wealth Management LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Allstate Financial Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.