IAMS Wealth Management offers investment advice and portfolio management tailored to clients' financial situations and goals. They use both proprietary and third-party model portfolios, investing in various securities like stocks, ETFs, and bonds. IAMS Wealth also provides financial planning services, including cash flow analysis, retirement planning, and estate analysis. They may recommend third-party investment advisors and receive compensation for these referrals.
Assets Under Management$400M
Clients1,633
Advisors53
Avg. per Client$240K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
53 Advisors at this firm
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