IAM Financial, LLC manages investment portfolios and provides comprehensive financial planning for individuals, high net worth clients, and trusts. IAM Financial specializes in a holistic advisory approach, integrating tax planning, investment management, retirement projections, insurance analysis, and estate reviews. The firm primarily recommends low-cost passively managed exchange-traded funds and mutual funds based on modern portfolio theory. IAM Financial is independently owned and operated by Richard T. Feight, who serves clients primarily in Michigan.
Assets Under Management$41M
Clients23
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Subject to a minimum annual fee of $15,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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