| 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.
200 E. Broadway Ave., Suite 412, Maryville, TN, 37804
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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 →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.