IAIM's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiated between the client and the IAR. IAIM does not maintain a static fee schedule. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable depending on the plan's size and complexity.
708 Heartland Trl, Madison, WI, 53717
Get directionsCarl owns farmland and receives rental income, dedicating minimal time to this activity. He is also a 50% owner of Beans and Greens, LLC, selling seed and designing food plot programs, which takes about 10-20% of his time. Additionally, Carl is an agent for fixed insurance through Arrow Advisors.