iWealth Financial offers investment management and financial planning services. For investment management, portfolios are tailored to client needs and may include stocks, bonds, ETFs, and other securities. They use sub-advisors and monitor portfolios regularly. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. iWealth also offers retirement plan consulting to employer plan sponsors.
Fee Structure
iWealth Financial offers investment management services where the maximum annual fee will not exceed 1.90%. Fees are negotiable and are deducted from the account quarterly. For clients with assets held with LPL Financial, fees are billed in advance. For clients with assets held with SEI Investments Company, fees are billed in arrears. Fees charged for third party manager services are in addition to iWealth's advisory fees.