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 63, Series 65
Industry experience
33 years
Duane Sturm is a financial advisor at SageSpring Wealth Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Southwestern Investment Advisory Services. Outside of advising, he is involved in insurance services as an agent with Vanbridge. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that integrates asset allocation, ongoing monitoring, and various investment strategies.
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 · Texas
Sturm-Kew Wealth Team
2022 - Present (4 years)
Dixon Wells
2019 - Present (7 years)
Southwestern Investment Advisory Services
2018 - 2022 (4 years)
Southwestern Investment Group
2017 - 2022 (5 years)
Raymond James Financial
2009 - 2017 (8 years)
Sturm Financial Services
2001 - 2017 (16 years)
Raymond James Financial Services
1999 - Present (27 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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