| Assets Under Management | Annual Fee |
|---|---|
| $0+ | Included |
Fees are negotiable within a range. A percentage of IAMS Wealth’s fee is paid to third-party model providers, ranging from 0.00% to 0.35% of total client assets under management. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year.
901 Route 168 Suite 208, Turnersville, NJ, 08012
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Learn about disclosures →Jack is a licensed life insurance agent since 2008 and owns Carini Financial, where he works as an independent contractor focusing on insurance and investment planning, spending nearly full-time on this activity. He also co-owns Carini Associates Inc., a real estate holding S-corp, dedicating minimal time to it.