IAM Advisory offers wealth management solutions combining financial planning and investment management. IAM works with clients to identify their goals, risk tolerance, and financial situation to create a portfolio strategy using low-cost, diversified mutual funds, exchange-traded funds, and individual securities. IAM also offers financial planning as a stand-alone service, covering areas like business planning, retirement, and tax planning. IAM also provides retirement plan advisory services to plan sponsors.
Fee Structure
IAM Advisory's wealth management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. There is a $250 minimum annual fee. Fees are based on the average daily balance of assets under management and are paid monthly.