Connie Streff is a registered investment advisor at Big Sioux Wealth Management, based in Watertown, SD, with 2 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 868 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.45% |
| $100K - $200K | 1.35% |
| $200K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.65% |
The annual fee may be negotiable based upon certain criteria. Clients do not pay an additional or separate fee for GeoWealth’s services. For accounts held at AFS, the fee is 1.0% annually, billed quarterly in arrears.
Fee Estimator
Location
1401 4th St Ne, Watertown, SD, 57201
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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 →Employment History
Current Registrations
Big Sioux Wealth Management
Previous Registrations
Peschl & Associates, INC.
Thrivent Investment Management INC.
State Registrations1 state
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