Joshua Oswald is a registered investment advisor at Iag Wealth Partners, LLC, based in Waukesha, WI, with 1 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,229 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAG Wealth Partners offers investment advisory services where your annual fee is a percentage of the value of your investments. The maximum fee is 1.75% annually, but it may be lower depending on factors like the amount you invest and negotiations with IAG. Fees are typically deducted quarterly in advance. IAG also offers access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.35% to 2.95%.
Location
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works as a registered representative with LPL Financial, dedicating about 20% of his time to this investment-related role. He also works for DoorDash and The Ingleside Hotel, spending a few hours per week and about 10-20% of his time, respectively, on these non-investment related activities.
Employment History
Current Registrations
Iag Wealth Partners, LLC
LPL Financial LLCBroker
State Registrations1 state
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