DK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
550 clients
Average Client Portfolio
$345K average
Assets Under Management
$190.0M
Fee Structure
The annual management fee ranges from 0.80% to 1.00% of the account balance, charged quarterly in arrears. New accounts start at 1.0%. Fees are negotiable based on balances, trading activity, and review needs. The advisory relationship can be terminated with 10 business days' written notice.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Des Moines Investments, LLC
February 2025 - Present · 11 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.