Sarah Koth is a registered investment advisor at Advice and Planning Services, based in Ames, IA, with 27 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,807 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
2713 Stange Road, Suite 105, Ames, IA, 50010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah works as a brand ambassador for Thelma's Treats, LLC, an ice cream novelty manufacturer and distributor, since March 2024. She conducts in-store demonstrations and sells products at special events, dedicating minimal time to this activity.
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLC
Advice and Planning Services
Previous Registrations
Athene Securities, LLCBroker
Cetera Advisors LLCBroker
First Allied Securities, INC.Broker
Cetera Investment Services LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
Directed Services LLC
Directed Services LLCBroker
The Masters
Vsr Financial Services, INC.Broker
The Masters, INC.
Cambridge Investment Research, INC.Broker
Successful Resource Management, LTD.
Washington Square Securities, INC.Broker
State Registrations5 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.