Advisor at SageSpring Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SageSpring Wealth Partners
Location
Clarinda, IA 51632
Credentials
Series 66
Industry experience
9 years
Brandon Kew is a financial advisor at SageSpring Wealth Partners with nine years of industry experience. He holds the Series 66 designation and has held roles at multiple firms, including Dixon Wells and Southwestern Investment Advisory Services. Outside of advisory work, he is also employed as a tax preparation agent. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management and financial planning through a goals-based, discretionary portfolio management approach.
Based on SageSpring Wealth Partners
Based on SageSpring Wealth Partners
Flat fees for financial planning and consulting range from $1,500 to $50,000; Retirement Plan Consulting flat fees range from $750 to $100,000; fee-based insurance advisory may include flat fees.
$0+: Up to 2.25% annually (maximum annual fee for investment management services, negotiable and may be flat or blended rate) $0+: Dynasty Platform Fees ranging from 0.02% (2 bps) to 0.20% (20 bps) annually depending on program $0+: Independent manager fees range from 0% to 1.50% annually for equity managers and 0% to 0.90% for fixed income managers
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for securities sales.
Hourly fee for financial planning and consulting up to $500 per hour.
Minimum fee: Minimum account program fee ranges from $50 to $120 depending on the Dynasty program Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour or flat fees ranging from $1,500 to $50,000, negotiable.
114 West Main Street
Clarinda, IA 51632
Iowa · Nebraska · Texas
Sagespring Wealth Partners
2022 - Present (4 years)
Kew Wealth Team
2021 - Present (5 years)
Dixon Wells
2019 - Present (7 years)
Tall, Dark & Comedy
2019 - Present (7 years)
Southwestern Investment Advisory Services
2017 - 2022 (5 years)
Southwestern Investment Group
2017 - 2022 (5 years)
Raymond James Financial Services,Inc
2017 - Present (9 years)
South Western Advantage
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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