Duane Sturm
Duane Sturm is a registered investment advisor at Sagespring Wealth Partners, based in Clarinda, IA, with 33 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
114 West Main Street, Clarinda, IA, 51632
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Regulatory
August 2001Other Business ActivitiesSells Insurance
Duane owns rental real estate and dedicates minimal time to it. He also works as a financial advisor for both SageSpring Wealth Partners and Sturm-Kew Wealth Team, dedicating about half of his time to each, and is an agent for Vanbridge, providing insurance solutions a few hours per week.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.