IAMS Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, and business owners. IAMS Wealth Management creates tailored investment strategies using proprietary and third-party model portfolios, covering a wide range of investments including stocks, bonds, exchange-traded funds, and alternative assets. In addition to investment management, the firm offers broad-based financial planning covering retirement analysis, cash flow, tax strategies, insurance needs, education funding, and estate planning. Clients can also receive standalone financial planning or consulting on an hourly or fixed-fee basis. The firm requires accounts to be held at qualified custodians like Charles Schwab & Co.
Fee Structure
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 over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.