Fencl Advisory Services manages personalized investment portfolios and provides financial planning for individuals, trusts, and retirement plans. Fencl Advisory Services builds tailored portfolios using individual stocks, bonds, and other securities rather than mutual funds. The firm focuses on long-term buy-and-hold strategies designed to help clients create sustainable retirement income and leave a legacy. Fencl Advisory Services operates primarily from Iowa with additional registration in Minnesota and Texas.
Assets Under Management$100M
Clients180
Advisors3
Avg. per Client$560K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. A minimum annual fee of $4,000 applies to households. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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