IAS Wealth Management is a registered investment advisor based in The Woodlands, Texas, that provides personalized investment management and financial planning services. Founded in 1994, IAS Wealth Management operates as a team-based practice, focusing on long-term client relationships. The firm manages investment portfolios with a disciplined approach to asset allocation, risk management, tax efficiency, and portfolio rebalancing based on each client's specific stage in life and goals. In addition to managing investments, IAS Wealth Management provides customized services such as tax optimization, coordination with CPAs and estate planning professionals, retirement account advice, and regular quarterly reporting. The firm emphasizes an objective, proactive approach designed to help clients navigate financial transitions and keep their long-term objectives in focus without succumbing to short-term market emotions. IAS Wealth Management works with individuals, high net worth individuals, trusts, estates, and business owners.
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% |
IAS Wealth Management retains discretion to alter fees on a client-by-client basis based on complexity and account composition.