| 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.
4243 E. Piedras Drive, 275, San Antonio, TX, 78228
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Learn about disclosures →Jason works as an insurance agent for Texas Secure Life, selling life insurance and annuities since 2013. This takes about half of his time, with a portion of those hours occurring during securities trading hours.