Van Strum & Towne INC
Assets Under Management
$429.9M
Number of Clients
100
Number of Advisors
2
Avg. Portfolio per Client
$4.3M
Avg. Managed per Advisor
$215.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Van Strum & Towne is an investment advisory firm managing assets for individuals, trusts, foundations, charities, retirement accounts, partnerships, corporations, and pension plans. The firm focuses on understanding each client's financial situation to develop a tailored investment strategy. Van Strum & Towne selects equity investments in companies believed to achieve long-term success and emphasizes high-quality bond investments. The firm's portfolio managers work together to determine investment strategy and asset allocation.
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Areas of Practice
Location
733 Front Street, Suite 110, San Francisco, CA, 94111-1993