James Matthew Rossi

Iams Wealth Management, LLC

3 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning

Iams Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

1,536 clients

Average Client Portfolio

$223K average

Assets Under Management

$343.0M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Flat)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

18881 West Dodge Road, Suite 180E, Omaha, NE, 68022

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History

Regulatory History (1)

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Financial

January 2016

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

James works as an independent insurance agent, selling life and health insurance, long-term care, and annuities since 2022. He also provides consulting and educational services to financial professionals, taking about half of his time for insurance and about a quarter of his time for consulting.

Employment History

Current Registrations

Iams Wealth Management, LLC

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Kinetic Financial

July 2021 - November 2022 · 1 yr 4 mos

State Registrations2 states

LAOH

Advisor

Exams

No exam information available for this advisor.