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, helping clients identify and achieve their financial goals. They provide unbiased advice, acting as a fiduciary and avoiding commissions. Services include investment policy statements, portfolio reviews, and retirement account management.
Fee Structure
Syverson Strege offers several fee schedules: Wealth Management, Investment Management, and Financial Planning Only. The Wealth Management fee combines asset management with financial planning. The Investment Management fee is for asset management only. Financial Planning Only is for clients with no or less than the minimum AUM. The minimum relationship size is $500,000, but if AUM doesn't meet the minimum within 60 days, the service level changes to Financial Planning Only. Hourly consulting is available at up to $400/hour. Fees and account minimums may be waived or negotiated at the Adviser’s choice.
Areas of Practice
Location
4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266
