Iag Wealth Partners, LLC

IAG Wealth Partners, LLC is a registered investment adviser specializing in financial planning and investment management services. Established in April 1985, the firm offers initial financial planning services, follow-up financial planning services, consulting services, and investment advisory services. Clients can engage IAG for discretionary or non-discretionary investment advisory services, with fees based on a percentage of assets under management. The firm believes in a long-term buy-and-hold investment strategy, with investments typically held at a brokerage firm. As of December 31, 2024, IAG had $1,585,348,067 under discretionary management. IAG provides advisory services through the Strategic Wealth Management (SWM) Program, offering various investment options including model-based and custom investment strategies. The firm may also recommend third-party money managers to clients. Fees for services vary, with initial financial planning services starting at $1,200, ongoing financial planning services on a retainer basis, and consulting services ranging from $75 to $300 per hour. Clients are advised that investments involve risk, including possible loss of principal. IAG does not charge performance-based fees and does not take custody of client funds or securities. Clients have the option to select their own broker, but IAG typically recommends LPL Financial for executing transactions. The firm does not vote proxies on behalf of clients and does not have any disciplinary information to report.