Wealth Advisors of Iowa (WAI) offers portfolio management tailored to individual goals and risk tolerance, financial planning services covering various aspects like retirement and estate planning, and retirement plan services for businesses. WAI may delegate management of client accounts to other investment advisors. WAI also refers clients to other investment advisors and may receive referral fees.
Fee Structure
WAI charges up to 1.5% annually of the value of your portfolio for portfolio management services. This fee is generally charged through WAI's wrap fee program. If your account is not managed within the wrap fee program, the fee structure described applies. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is either paid in advance or after the fact each quarter. The fee is deducted from your account's core money market mutual fund. These fees are negotiable.