Gerrit Vrieze
Gerrit Vrieze is a registered investment advisor at Sowell Management, based in West Des Moines, IA, with 27 years of industry experience. Gerrit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
1603 22nd Street, Suite 202, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2011Judgment / Lien
April 2011Judgment / Lien
December 2010Other Business ActivitiesSells Insurance
Gerrit is a fixed annuity and life insurance agent since 1998, dedicating about 10-20% of their time to this activity. Gerrit also owns Gerrit Vrieze Inc. for business accounting purposes, spending minimal time on it, and is the Vice-President of Compensation Designs, LLC, spending a few hours per week assisting with firm operations. Finally, Gerrit is the President of Central Iowa Motorcycle Owner's Association, spending a few hours per week promoting motorcycle safety.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
Concert Wealth Management
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Securities America, INC.Broker
Cambridge Investment Research, INC.Broker
Successful Resource Management, LTD.
Washington Square Securities, INC.Broker
New England SecuritiesBroker
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.