Overview

Headquarters
Clive, IA
Total Firm Assets
$133 million
Average High-Net-Worth Client Portfolio Size
$7.2 million

Fee Disclosure

Source: FORM ADV PART 2 AND 2B 031626 (2026-03-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.75%
$10,000,001 $25,000,000 0.60%
$25,000,001 $50,000,000 0.50%
$50,000,001 and above 0.40%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $7,500 0.75%
$5 million $37,500 0.75%
$10 million $75,000 0.75%
$50 million $290,000 0.58%
$100 million $490,000 0.49%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
97.09%
Number of High-Net-Worth Clients
18
Total Client Accounts
191
Discretionary Accounts
191

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
291481

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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