Iams Wealth Management, LLC
Assets Under Management
$343.0M
Number of Clients
1,536
Number of Advisors
51
Average Client AUM
$223K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IAMS Wealth Management offers tailored investment advice and discretionary portfolio management using proprietary or third-party models. They also provide ERISA plan services and financial planning, including cash flow, retirement, portfolio, insurance, education savings, and estate analysis. Clients receive ongoing reviews and must promptly notify the firm of any changes.
Fee Structure
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.
Areas of Practice
Location
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022