Big Sioux Wealth Management provides investment advice and financial planning services. They offer both discretionary and non-discretionary asset management, tailoring investment strategies to client goals and risk tolerance. Big Sioux also provides services to retirement plans, acting as a limited scope fiduciary. Financial planning covers investments, retirement, insurance, and other areas. Seminars and workshops are offered for public education.
Assets Under Management$240M
Clients868
Advisors5
Avg. per Client$270K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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% |
The annual fee may be negotiable based upon certain criteria. Clients do not pay an additional or separate fee for GeoWealth’s services. For accounts held at AFS, the fee is 1.0% annually, billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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