Situsamc Real Estate Valuation Services, LLC

CRD#106747
Investment Advisor Firm

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Learn more about Situsamc Real Estate Valuation Services, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Situsamc Real Estate Valuation Services, LLC is located at 1075 Jordan Creek Parkway, West Des Moines, IA. The firm employs 50 financial advisors to manage client portfolios and provide financial guidance. Situsamc Real Estate Valuation Services, LLC is not a registered broker-dealer.

    Situsamc Real Estate Valuation Services, LLC offers pension consulting services. The firm operates on an hourly and fixed fee structure. The firm caters to pension plans, state or municipal government entities, and sovereign wealth funds, with state or municipal government entities being the largest client type by accounts.

    Number of Advisors

    50

    Disclosures

    No

    Office Location

    1075 Jordan Creek Parkway
    West Des Moines, IA 50266

    Situsamc Real Estate Valuation Services, LLC by the Numbers

    Total Number of Employees

    198

    National Average: 64
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    Fee Structure

    Fees for financial advice typically depend on the services offered. Fees billed by Situsamc Real Estate Valuation Services, LLC most likely consist of some combination of the following fee structures: hourly or fixed.

    Available

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with pension plans, state or municipal government entities, and sovereign wealth funds. Out of its 3 clients, Situsamc Real Estate Valuation Services, LLC's biggest client type by number of accounts is .

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Situsamc Real Estate Valuation Services, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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