Successful Resource Management manages investment portfolios and provides personalized financial planning for individuals, high net-worth individuals, charitable organizations, and businesses. Founded in 1989 and based in Johnston, Iowa, Successful Resource Management offers comprehensive and modular financial planning, retirement planning, tax planning, estate analysis, and investment management services. Investment strategies are tailored to each client's specific goals, time horizons, and risk tolerance, utilizing technical analysis for portfolio construction. Successful Resource Management also assists individual plan participants with retirement account reviews and rollover guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Successful Resource Management may charge a $400 initial account setup fee. Fees may be waived or negotiated based on historical relationship, account composition, and asset size.