Alternative Strategies Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alternative Strategies Group serves individual and high‑net‑worth clients with discretionary investment management, confidential financial planning, and consulting. The firm also provides ERISA 3(21) fiduciary support to qualified retirement plans in addition to coordinating with other professionals as needed.
The firm structures advice around client‑specific investment policy statements and risk‑tolerance assessments and applies fundamental, technical, and cyclical analysis to select and monitor holdings, generally exercising discretionary trading authority with at least quarterly account reviews. Financial plans are delivered on a fixed‑fee basis within defined timelines and may include cash‑flow, tax, insurance, and estate considerations.
Distinctive features include a substantially larger client roster relative to the firm’s size — several hundred client relationships alongside roughly $74 million in discretionary assets, which results in an unusually high client load per advisor compared with peers. The firm also maintains a licensed insurance activity (limited in time) that can generate commission income and discloses that potential conflict, and it has expanded to offer formal ERISA 3(21) plan services.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% annually $500,001 - $999,999: 1.25% annually $1,000,000+: 1.00% annually
Insurance commissions and trail fees received by the advisor's owner as a licensed insurance agent.
Fee-only: Negotiable fixed fee for financial planning with a maximum of $1,000.
Main office
196 E. 6th Street, Suite 102
Sioux Falls SD 57104
Advisors at this office
1
Most active in
Iowa · Minnesota · Nebraska · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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