Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
IWA charges an annual fee based on your assets under management, as shown in the fee table. For pension consulting, the rate is up to 2.00% of plan assets. eMoney Technology access is $100/month. Financial planning fees range from $0 to $10,000 and are negotiable. IWA may receive its standard fee on top of the fee paid to a third-party adviser. Fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
6100 Oak Tree Blvd South, Suite 130, Independence, OH, 44131
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a principal at United Brokerage Group MPD LLC, an insurance agency, since 2007. He provides product and underwriting knowledge to independent insurance agents and agencies, dedicating a few hours per week to this activity.