Wealth Advisors Of Iowa, LLC

Wealth Advisors of Iowa, LLC is a registered investment adviser firm established in March 2020, previously registered as a state adviser in Iowa. The firm specializes in portfolio management, financial planning, and retirement plan services. Wealth Advisors of Iowa acts as a fiduciary under ERISA and provides investment advice in the client's best interest. The firm offers various investment advisory services, including a Wrap Fee Program. Investment strategies include long term trading, short term trading, short sales, and options trading. The firm uses methods such as charting analysis, fundamental analysis, technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. Clients have the option to grant limited discretionary trading authority to Wealth Advisors of Iowa. The firm does not exercise proxy-voting authority over client securities. Wealth Advisors of Iowa does not have any disciplinary history and maintains custody of client assets through qualified custodians. Fees for portfolio management services can be up to 1.5% of total assets under management. Financial planning fees range from hourly fees to asset-based fees up to 1.5%. The firm may receive compensation from referrals to other investment advisers and marketing activities. Clients are assured of privacy and data protection through various security measures and protocols. Wealth Advisors of Iowa provides transparency regarding its practices and maintains compliance with regulatory requirements. For more information, clients can contact Kellie Masters at 515-219-4835 or [email protected].