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Rating Index

Pros

Experienced team with a professional approach to mergers and acquisitions, providing a supportive environment for clients.

Offers a comprehensive suite of services similar to larger firms, managing the sale process from start to finish.

Positive feedback from some clients highlighting effective communication and guidance throughout the selling process.

Cons

Frequent complaints about aggressive telemarketing practices, causing frustration for potential clients.

Upfront fees for valuation services may deter some clients, especially those seeking alternatives without initial costs.

Mixed reviews regarding the transparency of services, with some clients feeling pressured into costly engagements without clear justification.

IAG broker Accounts

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.