IAG Wealth Partners Account Type

IAG Wealth Partners offers a variety of account types tailored to meet the needs of different clients. The minimum account size requirements vary based on account type and generally range from $1,000 to $250,000. The firm primarily serves individuals (not high net worth), high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The typical client to advisor ratio is 350:1, with an average account size of $252,986.

Available Account Types:

• OMP (Open Managed Portfolio): Minimum account value of $10,000.
• PWP (Personal Wealth Portfolio): Requires a minimum of $250,000.
• MWP (Managed Wealth Portfolio): Minimum account value of $25,000.
• Manager Access Select: Minimum account value of $50,000.
• GWP (General Wealth Portfolio): Minimum requirement of $5,000.

IAG Wealth Partners Broker Account Opening Process

Opening an account with IAG Wealth Partners involves a straightforward process:

• Visit the Website: Go to the IAG Wealth Partners website at iagwealthpartners.com.
• Contact Form: Fill out the contact form available on the site to express your interest in opening an account.
• Phone Call: Alternatively, you can contact the Waukesha branch at (262) 446-8150 or the Janesville branch at (608) 743-0251 for direct assistance.
• Documentation: Prepare necessary documents for identity verification, which may include a government-issued ID and proof of address.
• Initial Deposit: Fund your account based on the minimum requirements of the selected account type.
• Account Approval: Wait for account verification and approval, which typically takes a few minutes to a couple of days.
• Start Investing: Once your account is set up and funded, you can begin to utilize the various investment and financial advisory services offered by IAG Wealth Partners.