Adam Laffey is a registered investment advisor at Iams Wealth Management, LLC, based in Omaha, NE, with 13 years of industry experience. Adam 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
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
Adam is a partner in Laffey Cattle Company and involved in agriculture, raising and selling cattle. He also works as an insurance agent for Neal Insurance LLC, selling fixed indexed annuities and life insurance, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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