Iowa Wealth Management, LLC

Iowa Wealth Management, LLC is a registered investment adviser specializing in wealth management services since 2017. The firm, led by Jonathan Glaser, offers financial planning and personalized investment management services to various clients, including individuals, retirement plans, trusts, and corporations. As a fiduciary, Iowa Wealth is committed to acting in the best interest of clients at all times. Clients have the option to impose restrictions on certain securities in their portfolios. The firm provides financial planning services covering various aspects such as cash flow management, retirement planning, and tax planning. Investment management services include creating tailored investment portfolios with full discretionary authority granted to Iowa Wealth, allowing for continuous supervision and rebalancing based on market conditions and client circumstances. Iowa Wealth typically advises on a range of investments, including exchange-listed securities, mutual funds, and ETFs. The firm may use fundamental and technical analysis, historical quantitative data, and computerized portfolio models to assist in decision-making. Clients' assets are managed on a discretionary basis, with Iowa Wealth having the authority to trade without prior client approval. The firm charges a flat hourly rate for financial planning services and an annual fee for portfolio management services, with no minimum account size required. Clients' assets are held with a qualified custodian, and fees are billed monthly based on the market value of assets. Iowa Wealth does not participate in performance-based fees and primarily manages accounts on a discretionary basis. Clients are encouraged to review account statements for accuracy, and the firm does not vote proxies on behalf of clients. Jonathan Glaser and Libby Glaser Johnson are responsible for client reviews, which are conducted quarterly. The firm does not have physical custody of client funds, and clients are provided with quarterly reports detailing portfolio returns. Iowa Wealth does not compensate for client referrals and primarily recommends establishing brokerage accounts with Schwab Institutional. The firm's Chief Compliance Officer, Jonathan Glaser, oversees the supervision of all activities and conducts annual reviews of investment strategies and market conditions.