Overview

Headquarters
West Des Moines, IA
Total Firm Assets
$399 million
Average High-Net-Worth Client Portfolio Size
$2.9 million

Fee Disclosure

Source: FORM ADV PART 2 AND 2B 010226 (2026-01-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.20%
$250,001 $750,000 1.10%
$750,001 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $3,000,000 0.80%
$3,000,001 $4,000,000 0.70%
$4,000,001 $5,000,000 0.60%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $41,000 0.82%
$10 million $66,000 0.66%
$50 million $266,000 0.53%
$100 million $516,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
83.53%
Number of High-Net-Worth Clients
115
Total Client Accounts
647
Discretionary Accounts
647

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
306308

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

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