John Entingh is a registered investment advisor at Iams Wealth Management, LLC, based in Dublin, OH, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,633 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees are negotiable. IAMS Wealth also charges an administrative and technology fee of $100 per account, per year, billed at $8.33 per month.
Fee Estimator
Location
5650 Blazer Parkway, Dublin, OH, 43147
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Regulatory 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
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.
Employment History
Current Registrations
Iams Wealth Management, LLC
State Registrations1 state
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