Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Damian is an independent children's book author, the Executive Director/Board Member of Holding Tiny Hands Foundation, the Director of Operations for STEAM STARZ, LLC, and a landlord for a rental property. These activities require minimal time each week and are not investment-related.