Iwealth
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Overview
Iwealth is located at 213 15th Avenue NE, Waseca, MN. The firm employs 4 financial advisors to manage client portfolios and provide financial guidance. Iwealth is not a registered broker-dealer.
Iwealth offers a range of services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm operates on an asset-based, hourly, and fixed fee structure. Iwealth maintains affiliations with an insurance company or agency.
Iwealth is registered in the states of Minnesota, Nebraska, Texas, and Wisconsin.
Number of Advisors
Disclosures
Office Location
Iwealth by the Numbers
7
Products and Services
Iwealth offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. Notably, Iwealth did not provide financial planning services to any of its clients in the last fiscal year. The Company is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on which service is offered. Fees charged by Iwealth likely include any combination of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
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Financial Advisors at Iwealth
Waseca, MN
Waseca, MN
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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