Ryan David Simpson
Advisor at Syverson Strege — West Des Moines, IA
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.
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.
Credentials
CFP®
Experience Industry experience
2 years
Location
West Des Moines, IA 50266
Syverson Strege
Team
Total advisors
14Clients per advisor
37 LowAvg AUM per client
$1,663,872 HighHNW client ratio
57% Very HighRyan Simpson is a CFP® professional with two years of industry experience, currently serving at Syverson Strege. He previously worked for nine years at Simpson Design Group before joining Syverson Strege, where he has been part of the team for five years. Syverson Strege provides wealth management and comprehensive financial planning services to individuals, families, trusts, and estates, including high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, automated ETF/mutual fund programs, and utilizes an institutional automated platform with tax-loss harvesting and due diligence on outside managers.
Based on Syverson Strege
Based on Syverson Strege
$500,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Hourly consulting rate up to $400 per hour, no account minimum.
Account minimum: $500,000 Minimum fee: Financial Planning Only fees starting at $2,500 (Bronze level) and up to $20,000 (Gold level) depending on service level and year. Fee-only: Financial planning fees without assets under management range from $5,000 to $20,000 first year, and $2,400 to $12,000 subsequent years depending on service level.
West Des Moines, IA
4125 Westown Parkway, Suite 104
West Des Moines IA 50266
Advisors at this office
14
Iowa
2 years of industry experience
Syverson Strege
2021 - Present • 5 years
West Des Moines, IA
Simpson Design Group
2012 - 2021 • 9 years
Ankeny, IA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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