JG
CFA · CFP
JG
CFA · CFP

Jason Lyn Gunkel

11 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment ManagementCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.0M0.01%
$2.0M - $5.0M0.01%
$5.0M - $10.0M0.01%
$10.0M - $25.0M0.00%
$25M+0.00%

Fees negotiable for assets in excess of $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

JG
Jason Lyn Gunkel

Location

4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266

Get directions

History

Regulatory History
Clean regulatory record

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
Syverson Strege
February 2014 - Present · 12 yrs
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
JG
Contact
Jason Lyn Gunkel