Van Diest Capital Fees & Minimum

Overview

Headquarters: Polk City, IA
Total Firm Assets: $144 million
Average High-Net-Worth Client Portfolio Size: $1.3 million

Fee Disclosure

Source: FORM ADV PART 2A + 2B - VAN DIEST CAPITAL (2026-08-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.35%
$500,001	$1,000,000	1.25%
$1,000,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.90%
$5,000,001	$10,000,000	0.80%
$10,000,001	$25,000,000	0.70%
$25,000,001	$50,000,000	0.40%
$50,000,001	$100,000,000	0.30%
$100,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,000	1.30%
$5 million	$50,500	1.01%
$10 million	$90,500	0.90%
$50 million	$295,500	0.59%
$100 million	$445,500	0.45%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 62.86%
Number of High-Net-Worth Clients: 70
Total Client Accounts: 985
Discretionary Accounts: 985

Services Offered

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

Regulatory Filings

SEC CRD Number: 334743

FORM ADV PART 2A + 2B - VAN DIEST CAPITAL (2026-08-25) (fee schedule source) · View brochure text

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

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