Assets Under Management
$343.0M
Number of Clients
1,536
Number of Advisors
51
Average Client AUM
$223K
AUM per Advisor
$6.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
IAMS Wealth Management offers tailored portfolio management using proprietary or third-party models. They also provide financial planning services covering cash flow, retirement, investments, insurance, education, and estate analysis. They may recommend third-party investment advisers and receive a portion of their fees.
| 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.
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022