Herbert Catledge is a registered investment advisor at Iams Wealth Management, LLC, based in Maryville, TN, with 21 years of industry experience. Herbert 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
200 E. Broadway Ave., Suite 412, Maryville, TN, 37804
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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
Herbert is the President and Founder of Foothills-Retirement Income Solutions LLC, where he sells life insurance and annuities, dedicating nearly full-time hours to this role. He also provides outsourced estate planning and real estate solutions, along with tax preparation services, taking about 10-20% of his time, minimal time, and about a quarter of his time, respectively.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Woodmen Financial Services, INC.Broker
State Registrations1 state
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