Polson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,486,230
Clients
120
Advisors
1
of 2 employees
About
Polson Wealth Management provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, family offices, trusts, estates, private foundations and qualified retirement plans, and also acts for other institutional clients. The firm reports managing approximately $139 million in discretionary assets and typically charges asset‑based advisory fees under client agreements.
Polson Wealth sponsors its own Polson Wealth Wrap Fee Program and often delivers investment management through that wrap arrangement, at times engaging unaffiliated external managers to implement client strategies. The firm describes a primarily fundamental, generally long‑term approach and commonly includes financial planning as part of services for wrap program clients.
Compared with many independent peers, Polson Wealth’s brochure highlights several uncommon operational features: it acts as the sponsor of a wrap fee program, provides portfolio management to institutional clients (including retirement plans), and operates as a small multi‑person practice rather than a solo advisory. The brochure also discloses that certain representatives are registered representatives of an unaffiliated broker‑dealer and licensed insurance agents, and that the firm uses the Raymond James custodial platform and associated third‑party services — relationships the firm identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees up to $25,000 for financial planning services depending on scope and complexity.
up to 1.50% per annum
Certain advisory persons earn commissions as licensed insurance professionals and registered representatives of an unaffiliated broker-dealer; commissions and 12b-1 fees apply on insurance and securities products sold separate from advisory fees.
Hourly fees up to $1,000 for financial planning services depending on complexity.
Fee-only: Fixed fees up to $25,000 for financial planning services only or financial planning fees charged to investment management clients; hourly fees up to $1,000 depending on complexity of financial planning services provided.
Main office
2600 Grand Ave, Suite 220
Des Moines IA 50312
Advisors at this office
1
Most active in
Iowa · Nebraska · Texas
Also doing business as
Attune Wealth Management LLC · Polson Wealth Management
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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