Dickinson Investment Advisors

Retirement Planning Firm in Council Bluffs, IA

Firm Info
Address: 535 W Broadway #301, Council Bluffs, IA 51503, USA
Phone: (712) 256-4856

Firm Size
Assets Under Management: $361.6 million
# of Advisors: 3
# of Clients: 532
Client to Advisor Ratio: 177:1
Average Account Size: $679,629
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Dickinson Investment Advisors Overview

BOW STREET LLC is a registered investment advisory firm with headquarters in New York, NY. The firm has been in business since 2017 and operates on a fee-based structure. As a commodity pool operator and advisor, the firm offers expert investment advice to individuals and small businesses. BOW STREET LLC offers a range of professional services to its clients, including portfolio management for individuals and small businesses. The firm's expertise in portfolio management is evident in its successful management of pooled investment vehicles. Clients trust BOW STREET LLC to make informed investment decisions that align with their financial goals and expectations. With a strong focus on providing valuable investment advice, BOW STREET LLC is committed to helping its clients achieve financial success. The firm's commitment to client satisfaction is evident in its exceptional track record, making it a top choice for individuals and businesses seeking reliable and trusted investment advisory services.

DICKINSON INVESTMENT ADVISORS serves a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and other types of corporations not specifically listed. Each client has unique financial goals and objectives, and the firm offers personalized investment advice to help them achieve their desired outcomes. The fee structure at DICKINSON INVESTMENT ADVISORS varies depending on the service provided. The firm charges a percentage of assets under management (AUM) for its investment management services. This fee is designed to align the interests of the firm with those of its clients, as the firm's compensation is tied to the performance of the portfolio. In addition, the firm may also charge various other fees, such as transaction fees or consulting fees, depending on the services needed. The firm is committed to transparency and will fully disclose all fees to clients before any work is performed.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Dickinson Investment Advisors does not mention a specific investment minimum. Instead, it notes that the minimum account requirements will vary based on the specific client.

How This Office Can Help Council Bluffs, IA Residents

As a financial advisory firm, Edward Jones offers comprehensive financial planning services to clients living in St. Joseph County, IN. The firm aims to help individuals and families achieve their financial goals, however big or small they may be. For instance, individuals in St. Joseph County, IN may seek advice from Edward Jones on how to save for retirement, plan for college education expenses, or manage their debt. Edward Jones provides personalized financial advice to clients based on their unique circumstances. The firm has a team of financial advisors who work with clients to develop customized financial plans. The advisors take the time to understand their clients' financial goals, risk tolerance, and investment strategies. They also offer ongoing support to help clients stay on track in achieving their financial goals. Edward Jones's financial advisors in St. Joseph County, IN can help individuals navigate various financial challenges, such as creating budgets, managing debt and investments, saving for emergencies, and planning for retirement.

To view the Minimum Investment and Fee Schedule for Dickinson Investment Advisors, visit their Part 2 Brochure.

Services Offered by Dickinson Investment Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Dickinson Investment Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 535 W Broadway #301, Council Bluffs, IA 51503, USA
Phone (712) 256-4856
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 535 W BROADWAY, SUITE 301, COUNCIL BLUFFS, IA 51503-0816, United States

This firm has no other locations.

State Registrations

Dickinson Investment Advisors is registered to service clients in the following states:

  • Arizona
  • Florida
  • Iowa
  • Nebraska
  • Texas

Disciplinary History

Dickinson Investment Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs