| 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.
Katy, TX
Get directionsNo 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 →Christopher works as an insurance agent selling life insurance, health insurance, disability, long-term care, and annuities since 2013. This takes about half of his time, with most of the hours occurring during securities trading hours.