Des Moines Investments

Retirement Planning Firm in Warren County, IA

Firm Info
Address: 2 E Army Post Rd, Des Moines, IA 50315, USA
Phone: (515) 777-1149

Firm Size
Assets Under Management: $140 million
# of Advisors: 2
# of Clients: 400
Client to Advisor Ratio: 200:1
Average Account Size: $350,000
# of Offices: 1

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

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

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


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

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Des Moines Investments, LLC Overview

Des Moines Investments, LLC is a fee-only Registered Investment Advisory firm based in Des Moines, IA. The firm has been in business since 2022, providing financial planning and portfolio management services for both individuals and small businesses. As an insurance broker and agent, Des Moines Investments is also equipped to offer investment advice to help clients make informed decisions about their portfolio. Des Moines Investments, LLC prides itself on its fee-only approach, which means clients are charged only for the services they receive, without commissions or hidden fees. This ensures the firm's advice is objective and unbiased, with no conflicts of interest. The firm's portfolio management services encompass a variety of client types, from individuals to small businesses to larger institutional clients. The team at Des Moines Investments works closely with each client to create a personalized investment strategy that aligns with their financial goals and risk tolerance. Their services are comprehensive and tailored to each client's unique situation, ensuring they remain on track to meet their long-term financial objectives.

Des Moines Investments, LLC is a renowned investment advisory firm catering to a diverse array of clients, including individuals and high-net-worth individuals. The firm realizes that each client is unique and thus offers an extensive range of investment services to provide customized solutions for each client's investment needs. As a result, the types of clients served by Des Moines Investments, LLC range significantly, from individual retirees to wealthy business executives. The fee structures available at Des Moines Investments, LLC are based on the type of service provided to clients. The firm charges fees in the form of a percentage of the assets under management (AUM) for investment advisory services. This fee model is beneficial as it incentivizes the investment firm to focus on growth and performance of the client's portfolio, fostering a mutually beneficial relationship. The fee percentage varies depending on the level of AUM, and other factors like the investment strategies used and level of service provided by the firm. Clients can rest assured that the fee structures are transparent, and there are no hidden charges or payments at Des Moines Investments, LLC. With a client-centric approach and flexible fee models, Des Moines Investments, LLC truly places the client's investment goals at the forefront of its operations.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for DES MOINES INVESTMENTS, LLC does not mention an investment minimum. Therefore, it is unclear what the minimum investment amount is for this firm. It is recommended to reach out to the firm directly or consult with a financial advisor to determine any investment minimums or requirements.

How This Office Can Help Warren County, IA Residents

Des Moines Investments is a trusted financial advisor that provides tailor-made investment solutions to clients residing in Warren County, IA. As residents of this county typically face various financial situations, Des Moines Investments provides a range of services to address their needs. The financial advisors offer retirement planning, wealth management, estate planning, portfolio analysis, and risk assessment, among other services. They work closely with clients to understand their financial goals, risk tolerance, and investment preferences. Residents of Warren County, IA may face various financial situations such as retirement planning, trust and estate planning, and long-term care planning. With Des Moines Investments' end-to-end financial planning services, clients can rest assured that their financial futures are secure. Additionally, the financial advisors provide comprehensive investment advice to help clients achieve their retirement goals and plan for contingencies such as medical emergencies. Clients also benefit from in-depth market analysis, which provides them with insights to make informed investment decisions. Ultimately, Des Moines Investments provides an excellent solution for residents of Warren County, IA looking to plan for their financial futures.


Services Offered by Des Moines Investments, LLC

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 Des Moines Investments, LLC 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 2 E Army Post Rd, Des Moines, IA 50315, USA
Phone (515) 777-1149
Opening Hours
  • Mon 8:30 AM–5:30 PM
  • Tue 8:30 AM–5:30 PM
  • Wed 8:30 AM–5:30 PM
  • Thu 8:30 AM–5:30 PM
  • Fri 8:30 AM–5:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 2 EAST ARMY POST RD, SUITE 2, DES MOINES, IA 50315-5821, United States

This firm has no other locations.

State Registrations

Des Moines Investments, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • Iowa
  • Missouri
  • Nebraska
  • Texas

Disciplinary History

Des Moines Investments, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs