Jeffrey Newkirk is a registered investment advisor at Ias Wealth Management, INC., based in The Woodlands, TX, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 226 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based on the complexity of client circumstances and account composition.
Fee Estimator
Location
9303 New Trails Drive, Suite 450, The Woodlands, TX, 77381
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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.
Learn about disclosures →Other Business Activities
Jeffrey is the founder and owner of Understandable Solutions, a business consulting and executive coaching firm, since 2019. He is currently transitioning clients to IAS Wealth Management and intends to terminate the business.
Employment History
Current Registrations
Ias Wealth Management, INC.
State Registrations1 state
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