Jeremy Dopp is a registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 13 years of industry experience. Jeremy 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
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
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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
Jeremy is a manager, licensed agent, and producer at Security First Financial, an annuity/insurance related business, dedicating full-time hours during non-trading hours. He is also a partner at Legacy Lock, LLC, providing estate planning software, and a partner at The Producers Alliance, assisting with insurance marketing and sales, and a partner at Goosehead Insurance/AKA The McCleary Group, a Property & Casualty Insurance Agency.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Trek Financial
Regal Investment Advisors LLC
Secure Investment Management, LLC
Allegis Investment Advisors, LLC
Family Wealth Advisors
State Registrations2 states
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