| 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.
5650 Blazer Parkway, Dublin, OH, 43147
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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 →John is the President of Annuity Advisors Inc. (DBA Retirement Resource Group) and President/Owner of Entingh Financial Services, offering fixed annuities and life insurance products since 2001 and 2004, respectively. Selling annuities and life insurance takes about half of John's time.