Des Moines Investments, LLC
Assets Under Management
$190.0M
Number of Clients
550
Number of Advisors
3
Average Client AUM
$345K
AUM per Advisor
$63.3M
Compensation
Fee-Only (AUM)
About This Firm
Des Moines Investments (DSMI) provides ongoing portfolio management services tailored to client goals, risk tolerance, and time horizon. They also offer financial planning services covering insurance, taxes, retirement, and estate planning. DSMI uses Charles Schwab as custodian and offers discretionary accounts.
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
Location
2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821