Samantha Kintzle
Advisor at Principal Asset Management
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.
Advisor at Principal Asset Management
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
Principal Asset Management
Location
Des Moines, IA 50392
Credentials
Series 66
Industry experience
7 years
Samantha Kintzle is a financial advisor at Principal Asset Management with seven years of industry experience. She holds a Series 66 designation and has been with Principal Asset Management and Principal Funds Distributor, Inc. since 2018. Prior to that, she worked at Principal Global Investors and briefly at The Rendezvous Lounge. She serves as a co-trustee of the Sarah Freilinger Revocable Trust. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients, including pension plans, endowments, and high-net-worth individuals. The firm employs specialized investment teams and combines fundamental research with quantitative and systematic strategies, managing approximately $364 billion in assets.
Based on Principal Asset Management
Based on Principal Asset Management
Fixed fees for certain asset allocation or one-time services, typically $1,500 to $2,500.
$0 - $50 million: varies by strategy, e.g., 0.60% - 0.85% $50 million - $100 million: lower tier rates, e.g., 0.55% - 0.75% $100 million+: lowest tier rates, e.g., 0.40% - Negotiable $0 - $150 million: Fixed Income tiered rates, e.g., 0.08% - 0.50% $150 million+: Lower rates, e.g., 0.04% - 0.45% $0 - $5 million: Asset Allocation tiered rates, e.g., 0.45% - 0.10% $5 million - $20 million: lower tier rates, e.g., 0.42% - 0.04% $20 million+: lowest tier rates, e.g., 0.39% - 0.02%
Performance fees available and negotiated individually, e.g., 15% performance fee with 6% hurdle for certain credit strategies.
Account minimum: $10 million to $50 million depending on strategy (equities), generally $25 million to $50 million (fixed income), and $100,000 for Separately Managed Accounts (SMA programs). Fee-only: Fixed fees for asset allocation strategies typically $1,500 to $2,500 per allocation.
711 High St
Des Moines, IA 50392
Iowa
Principal Asset Management
2018 - Present (8 years)
Principal Funds Distributor, Inc.
2018 - Present (8 years)
The Rendezvous Lounge
2016 - 2017 (1 year)
Principal Global Investors
2016 - 2018 (2 years)
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Other specialized services
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