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Iag Wealth Partners, Llc
Waukesha, Wisconsin
5.0
9 Reviews
IAG Wealth Partners, LLC is a reputable investment advisory firm based in Waukesha, WI, boasting three well-established offices. With a team of 14 skilled professionals, IAG Wealth Partners provides comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of $78.7 million in assets under management per investment advisor, aligning closely with industry standards.
The compensation structure at IAG Wealth Partners incorporates various approaches, such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of their assets under ma...see more
Assets Under Mgmt
$1.1B
Investment Professionals
14
Locations
2
% 401K & Individual
% Discretionary
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
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Iag Wealth Partners, Llc
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