Top financial advisors in Clive, IA
We’ve curated a list of the best financial advisors in Clive, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$104,609,351
Number of advisors
3 advisors
| $104,609,351 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clive, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clive. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Acadia Legacy Group
Acadia Legacy Group, LLC is a registered investment adviser established in 2017, offering financial planning and asset management services. The firm, owned by Scott Snyder, operates as a fiduciary, ensuring clients' best interests are prioritized. Financial planning services cover estate planning, investment strategies, and more, with recommendations tailored to individual risk tolerance and financial objectives. Clients have the freedom to implement suggested investment decisions and choose service providers. Asset management services are provided on a discretionary basis, focusing on defining investment objectives and managing assets accordingly. The firm emphasizes a long-term, buy-and-hold investment approach, with periodic portfolio reviews and client meetings. Acadia Legacy Group charges fees based on assets under management, with a tiered fee structure. The firm does not charge performance-based fees and does not have a minimum account size requirement. Investment analysis methods include fundamental analysis, and the firm does not guarantee investment results. Clients have the option to use Charles Schwab & Co., Inc. as a custodian, with the firm recommending Schwab for its services and benefits. The firm's Chief Compliance Officer, Scott Snyder, oversees the supervision of all activities and conducts regular reviews of investment strategies and market conditions.
$104,609,351 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Family Office Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clive, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clive. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.