Des Moines Investments offers portfolio management based on a client's goals, time horizon, and risk tolerance. They also provide financial planning services covering insurance, taxes, retirement, and estate planning. Des Moines Investments creates an investment profile for each client, considering their income, debts, and tax bracket to select a suitable portfolio.
Assets Under Management$250M
Clients700
Advisors4
Avg. per Client$350K
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Des Moines Investments charges an annual management fee ranging from 0.80% to 1.00% of your portfolio, charged quarterly. New accounts start at 1.0% annually and may decrease for larger accounts. The fee is negotiable based on balances, trading activity, and the need for ongoing reviews.
Loading...