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.
Assets Under Management$430M
Clients100
Advisors3
Avg. per Client$4.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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