Brenda Marie Oldham

Iams Wealth Management, LLC

22 Years of Experience

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Firm Information

Iams Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

51 advisors

Number of Clients

1,536 clients

Average Client Portfolio

$223K average

Assets Under Management

$343.0M

Fee Structure

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $300/hr

Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

141 N. Milford, Ste. 101, Highland, MI, 48357

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Regulatory History (1)

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Employment Separation After Allegations

July 2016

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Other Business ActivitiesSells Insurance

Brenda is the CEO/Owner of RAM Insurance Agency, selling various insurance products and managing insurance agents, dedicating about a quarter of her time. She is also an Investment Advisor Representative and Registered Representative, spending a significant amount of time on these investment-related activities, and involved in several charitable and educational organizations.