AC
CFP · ChFC
AC
CFP · ChFC

Adam Broadrick Clements

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
1,536 clients
Average Client Portfolio
$223K average
Assets Under Management
$343.0M

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual 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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Simpsonville, SC

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is the owner and insurance agent at Rampart Financial Inc., selling life insurance, health insurance, long-term care, and annuities. He dedicates nearly full-time hours to this activity, with a significant portion occurring during securities trading hours.

Employment History
Current Registrations
Iams Wealth Management, LLC
February 2017 - Present · 9 yrs
Previous Registrations
Foresters Equity Services, INC.Broker
July 2015 - July 2016 · 1 yr
Foresters Equity Services, INC.
July 2015 - July 2016 · 1 yr
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.