Iowa Wealth Management provides comprehensive wealth management services, including financial planning and personalized investment management, to individuals, retirement plans, trusts, and businesses. Founded in 2017 and based in West Des Moines, Iowa, the firm tailors its services to each client's specific financial goals, tax situation, and risk tolerance. Iowa Wealth Management operates as a registered investment advisor and is legally required to act in your best interest at all times. The firm builds customized portfolios using a range of investments such as stocks, bonds, mutual funds, and exchange-traded funds, and continuously monitors and rebalances portfolios. Additionally, Iowa Wealth Management offers standalone consulting services on an hourly or fixed-fee basis for portfolio reviews and asset allocation modeling.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees will not exceed 1.45% annually. Fixed income services are offered at a reduced rate based on account complexity. All fees are negotiable.