Sara Klaessy is a registered investment advisor at 1834 Investment Advisors CO., based in Des Moines, IA, with 24 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 542 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.
Location
909 Locust Street, Des Moines, IA, 50309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1834 Investment Advisors CO.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations1 state
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.
Exams
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