IAM ADVISORY LLC
Easton, Pennsylvania
4.9
16 Reviews
IAM Advisory LLC is a reputable local investment advisory firm headquartered in Easton, PA. With four well-established offices, they serve a diverse client base across the region. Comprised of 15 dedicated professionals, IAM Advisory LLC boasts a team of eight experienced investment advisors who provide top-notch services to their clients. The firm manages an average of $60,920,000 in assets per investment advisor, aligning with the industry average. IAM Advisory LLC adopts a comprehensive compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, ap...
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Assets Under Mgmt

$487.34M

Investment Professionals

8

Locations

3

% 401K & Individual

44%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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