Syverson Strege is a registered investment advisor that helps individuals and families with financial planning and investment management. They offer services like clarifying financial goals, analyzing current holdings, creating investment recommendations, and providing ongoing portfolio reviews. They also offer an automated investment program. Syverson Strege acts as a fiduciary, meaning they are legally required to act in your best interest and do not accept commissions.
Assets Under Management$910M
Clients528
Advisors11
Avg. per Client$1.7M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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