| 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.
3225 Turtle Creek Blvd., Suite 1648, Dallas, TX, 75219
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Learn about disclosures →Jordan is an independent insurance agent selling life, health, disability, long-term care insurance, and annuities, dedicating nearly full-time hours to this. Jordan is also the President of Simply Disciples Incorporated, spending about 10-20% of their time on this role.