IEA Reports

Monthly Statements

You will receive monthly account statements directly from the custodian where your assets are held. In addition, your
custodian offers you the ability to access your accounts and statements online as you choose.

Quarterly Reports

For qualifying accounts, IEA Wealth Management prepares Quarterly Reports that are mailed out at the end of each
quarter. Often, monthly account statements from custodians can be confusing to understand, making it difficult to
measure your performance. Our Quarterly Reports on the other hand, are simple and concise.

Our reports give you the ability to monitor your portfolio's performance against several benchmarks and more importantly
they give you the ability to monitor our performance as your advisor giving you the full accountability we promised.

Click Here to view a sample report.