Sustainable Wealth Strategies offers personalized financial planning and investment management services to individuals and high net worth clients. Sustainable Wealth Strategies focuses on passive investment strategies utilizing index funds, exchange traded funds, and low-cost mutual funds, while also offering third-party portfolio management platforms and direct indexing services through partners like GeoWealth and SmartHarvest. The firm's comprehensive financial planning covers retirement planning, tax strategies, cash flow and debt management, insurance review, employee benefits, business planning, estate planning, and college savings. Sustainable Wealth Strategies operates as a registered investment adviser based in Colorado Springs, Colorado, and is led by Gerald Biegler and Vicki Biegler.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Household accounts are combined to determine fees. Fees are negotiable.