Brenda Marie Oldham

Iams Wealth Management, LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning

Iams Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

1,536 clients

Average Client Portfolio

$223K average

Assets Under Management

$343.0M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Flat)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

141 N. Milford, Ste. 101, Highland, MI, 48357

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History

Regulatory History (1)

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Employment Separation After Allegations

July 2016

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Other Business ActivitiesSells Insurance

Brenda is the CEO/Owner of RAM Insurance Agency, selling various insurance products and managing insurance agents, dedicating about a quarter of her time. She is also an Investment Advisor Representative and Registered Representative, spending a significant amount of time on these investment-related activities, and involved in several charitable and educational organizations.