IAG Wealth Partners provides financial planning and investment management services to individuals, corporations, and other business entities. IAG offers initial and ongoing financial planning, consulting services, and investment advisory services. Investment advice is tailored to the client's goals, objectives, and restrictions. IAG also offers access to third-party money managers and LPL Financial sponsored advisory programs.
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%.