Wealth Advisors of Iowa, LLC manages investment portfolios and offers personalized financial planning, retirement income strategies, and specialized services for retirement plans. The firm acts in your best interest as a legally required fiduciary. Wealth Advisors of Iowa evaluates each client's individual goals, time horizon, and risk tolerance to construct tailored investment strategies. Services cover asset allocation, retirement planning, tax strategies, estate planning, and cash flow analysis. In addition to managing accounts directly, Wealth Advisors of Iowa can coordinate management for held-away retirement accounts through third-party technology and offers wealth management through a bundled fee program.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.50% of total assets under management. Fees are generally negotiable and detailed in the client agreement.