Iowa Wealth Management offers financial planning and investment management services tailored to each client's needs. Financial planning includes cash flow, education, retirement, investment, risk management, tax, estate, and business succession planning. Investment management involves creating a portfolio based on the client's objectives, with Iowa Wealth having the authority to make trades. Iowa Wealth also offers consulting services such as portfolio reviews and investment analysis.
Assets Under Management$120M
Clients142
Advisors2
Avg. per Client$870K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable. Reduced rates for fixed income services based on complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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