Advisor at IAMS Wealth Management, LLC
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Firm
IAMS Wealth Management, LLC
Location
Omaha, NE 68022
Credentials
Series 63, Series 65
Industry experience
15 years
Duncan Smith is a financial advisor at IAMS Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zacks Investment Management and Fisher Investments. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing both proprietary and third-party model portfolios with a diversified asset-allocation approach.
Based on IAMS Wealth Management, LLC
Based on IAMS Wealth Management, LLC
Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case
$0 - $500,000: 1.85% annually $500,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.55% annually $2,000,000+: Negotiable
Commissions from insurance products and securities sales by dually licensed representatives
Up to $300 per hour for specific financial planning or consulting services
Account minimum: $25,000 Minimum fee: $100 per account, per year, prorated monthly ($8.33/month) administrative and technology fee Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $300/hour
18881 West Dodge Road, Suite 180 E
Omaha, NE 68022
Illinois
IAMS Wealth Management
2020 - Present (6 years)
Zacks Investment Management
2018 - 2020 (2 years)
Fisher Investments
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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