Syverson Strege
Assets Under Management
$900.5M
Number of Clients
582
Number of Advisors
12
Average Client AUM
$1.5M
AUM per Advisor
$75.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Syverson Strege offers financial planning and asset management services to individuals and families. They use a four-step process to integrate financial planning principles, including discovery, data collection, recommendations, implementation, and ongoing management. They provide unbiased advice, avoiding commissions and focusing on client financial goals.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $25.0M | 0.00% |
| $25M+ | 0.00% |
Fees negotiable for assets in excess of $25,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment ManagementCharitable Giving
Loading...
Location
4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266
