FAQ

Becoming a client is a process at IQ Wealth, and we work to make it quite a pleasant one. Typically there are two to three meetings:

1. Discovery
2. Plan creation
3. implementation.

Implementation can begin in the second meeting if all is satisfactory on both sides. We believe in education and clarity—there is never an ounce of sales pressure. We want only the best for our clients, aiming for a world class financial planning experience with a hometown touch.

The good news is that the annuities we recommend have zero advisory fees. There are also no management fees. We are compensated by the insurance company, yet 100% of your money goes to work on day one with no deductions. We’re able to work with 50+ different companies acting as an independent agency, helping our clients compare with a fiduciary mindset.

Our fee arrangement is very simple. We charge one flat fee of 0.95%, which is all inclusive. You pay no transaction fees, no commissions, no junk fees. Our minimum is typically $200,000 but we can work with portfolios of $100,000+. Fees may be negotiable to some extent on portfolios of $1,000,000+.

Accredited Investment Fiduciary (AIF®), Certified Annuity Specialist (CAS®), Certified Income Specialist (CIS™), Investment Manager. Our firm is an A+ ranked Accredited Member of the Better Business Bureau, licensed in securities and insurance.

For our clients who begin the process of their rollover, implementing our recommendations, there is no charge. This includes a full retirement income projection based on guaranteed values (not hypotheticals), Social Security timing, and inflation protection strategies. We believe you need a written organized plan that you and your advisor can refer to and update as the years go along. This is a $1250 value that is free to clients only.

Our office is conveniently located in Scottsdale, AZ:
(Please Note: We work by appointment only)

8777 N Gainey Center Drive
Suite 200
Scottsdale, AZ 85258