Big Sioux Financial, operating as Big Sioux Wealth Management, provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers both discretionary and non-discretionary portfolio management, helping clients build custom investment strategies based on their goals, time horizons, and risk tolerance. In addition to managing investments, Big Sioux Wealth Management offers comprehensive financial planning and consulting covering investments, retirement income, insurance, and tax strategies. The firm also assists retirement plan sponsors with employer-sponsored plans. Big Sioux Wealth Management works with clients through an ongoing advisory relationship, using third-party technology platforms to support portfolio operations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.45% |
| $100K - $200K | 1.35% |
| $200K - $500K | 1.10% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.65% |
Certificate of deposit and money market assets are excluded from asset management fee calculations. Fees are negotiable based on relationship history, account composition, and expected future assets.