Gregory Boles is a registered investment advisor at Iams Wealth Management, LLC, based in Red Bank, NJ, with 23 years of industry experience. Gregory 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
331 Newman Springs Road, 4th Floor Suite 143, Red Bank, NJ, 07701
Get directionsHistory
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
Gregory is a CEO of Vista Financial and a licensed independent insurance agent selling fixed insurance products, dedicating about half his time to this role. He also provides outsourced estate planning software services through Legacy Lock, spending a few hours per week on this activity.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Ameritas Investment CORP.Broker
State Registrations1 state
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