Monica Mims
Monica Mims is a registered investment advisor at Strategic Asset Management LLC., based in Iowa City, IA, with 5 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
2346 Mormon Trek Blvd, Suite 2700, Iowa City, IA, 52246
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monica owns rental properties since 2016, spending minimal time on this activity. She is also an independent insurance agent since 2022, dedicating a few hours per week, and a Vice President of Mims Financial Services, spending nearly full-time hours on this.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
Rda Financial Network
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.