Damian Beard is a CFP-designated registered investment advisor at Syverson Strege, based in West Des Moines, IA, with 4 years of industry experience. Damian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 528 clients with $910M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for amounts in excess of $25,000,000. This is the Investment Management Fee Schedule (no financial planning). The firm also offers a Wealth Management Fee Schedule (includes financial planning).
Fee Estimator
Location
4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266
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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
Damian is an independent children's book author, the Executive Director/Board Member of Holding Tiny Hands Foundation, the Director of Operations for STEAM STARZ, LLC, and a landlord for a rental property. These activities require minimal time each week and are not investment-related.
Employment History
Current Registrations
Syverson Strege
Previous Registrations
Edelman Financial Engines
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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