Overview
- Headquarters
- West Des Moines, IA
- Total Firm Assets
- $911 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $300,000
Fee Disclosure
Source: FORM ADV PART 2 AND 2B 071326 (2026-07-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $36,000 | 0.72% |
| $10 million | $61,000 | 0.61% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 89.64%
- Number of High-Net-Worth Clients
- 296
- Total Client Accounts
- 1,979
- Discretionary Accounts
- 1,903
- Non-Discretionary Accounts
- 76
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 109228
- FORM ADV PART 2 AND 2B 071326 (2026-07-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗