Syverson Strege offers several fee schedules: "Wealth Management Fee Schedule" which combines asset management with financial planning, and "Investment Management Fee Schedule" which does not include financial planning services. There is also a "Legacy Fee Schedule" for existing clients. The minimum relationship size is $500,000. If AUM does not meet the minimum, the service level will change to Financial Planning Only. For clients without AUM, financial planning fees range from $5,000 to $20,000 in the first year, and $5,000 to $12,000 in subsequent years, plus sales tax. Hourly consulting is available at up to $400/hour. All fees and account minimums may be waived or negotiated at the Adviser’s choice.