Van Strum & Towne is an investment advisory firm managing assets for high net-worth individuals, individuals, trusts, foundations, charities, retirement accounts, partnerships, and pension plans. The firm focuses on achieving client objectives and controlling portfolio risk by selecting equity investments and high-quality bonds. They emphasize long-term holding periods and maintain frequent contact with clients and their advisors.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10,000,000.