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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
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
Concert Wealth Management
Vsr Advisory Services
Successful Resource Management, LTD.
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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