Syverson Strege is a registered investment advisor that manages investment portfolios and offers personalized financial planning services for individuals, families, trusts, and estates. The firm focuses on helping clients clarify their life goals and build customized wealth strategies. Services include retirement planning, tax and cash flow management, estate planning, charitable giving, education funding, and ongoing portfolio monitoring. Syverson Strege operates as a fee-only firm, meaning they do not accept sales commissions or compensation for selling specific investment products, which ensures their advice remains objective. Clients can choose between bundled wealth management that includes financial planning, standalone investment management, or financial planning services without investment 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 are negotiable for amounts over $25,000,000. Firm also offers a Wealth Management fee schedule that bundles financial planning and investment management starting at 1.25% for accounts between $500K and $1M.
