I Am, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
48
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
48
Average account size
$0
About
I AM, Inc. provides holistic retirement income planning and consulting to individuals and to retirement plan sponsors, including pension and profit‑sharing plans. The firm focuses on guidance around retirement topics (Social Security, annuities, long‑term care, estates) and retirement‑plan services, and it refers clients to third‑party turnkey asset managers for investment implementation.
IAM operates as an advisory and referral practice rather than a discretionary manager: it uses fundamental analysis and recommends diversified asset‑allocation models created and implemented by outside managers, relying on those managers’ proprietary scoring and strategic rebalancing. Services are tailored through one‑on‑one interviews and questionnaires, and clients or plan sponsors can impose investment restrictions and retain responsibility for trading and implementation.
Compared with many solo independent advisers, IAM’s profile is notable for its retirement‑plan consulting work and for being licensed as an insurance agency (the firm and its president may receive separate insurance compensation while devoting a small portion of time to insurance activities). The firm does not directly manage individual portfolios or act as a percentage‑of‑assets fee advisor; instead it maintains referral and fee‑sharing arrangements with selected third‑party money managers, a relationship IAM discloses as a potential conflict of interest.
Client services
Financial planning
Pension consulting
Selection of other advisers
Consulting services not resulting in a financial plan
Consulting services not resulting in a financial plan
Fee options
$0 - $150,000: 1.75% $150,000 - $250,000: 1.75% $250,000 - $400,000: 1.75% $400,000 - $500,000: 1.25% $500,000 - $750,000: 1.25% $750,000 - $1,000,000: 1.00% $1,000,000 - $1,250,000: 0.75% $1,250,000 - $3,000,000: 0.75% $3,000,000 - $10,000,000: 0.60% $10,000,000 - $25,000,000: 0.50% $25,000,000+: Negotiable
Account minimum: $5,000 Fee-only: Financial Planning and Consulting Services are not charged separately; fees are charged via third-party money managers.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
I Am, Inc.
Williamsburg MI, United States
Number of offices
1
Forms ADV
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