Finding a Top Financial Advisor Firm in King of Cedar Rapids, Iowa
There's a lot to consider when choosing a financial advisor, from investment strategies and fees to specific services that are offered. To help you in your search, SmartAsset compiled this list of the top firms serving Cedar Rapids, Iowa. We highlight a number of important factors for each firm, including their minimums, investment strategies, available services and more. For more options, SmartAsset’s financial advisor matching tool connects you with up to three advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Nations Financial Group, Inc.  Find an Advisor | $3,867,522,560 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
|
| 2 | Basepoint Wealth, LLC  Find an Advisor | $776,175,833 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 3 | Cedar Point Capital Partners  Find an Advisor | $200,899,768 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 4 | Bridgeway Wealth Management, LLC  Find an Advisor | $151,481,945 | $1,000 |
| Minimum Assets$1,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Cedar Rapids, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Nations Financial Group
Nations Financial Group is a fee-based firm that works with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm primarily offers portfolio management, pension consulting and financial consulting. Nations Financial Group is by far the largest firm on the list, managing more than $3.8 billion in assets under management (AUM).
Fees for advisory services are negotiable at the firm and often vary from one client to the next. Factors analyzed to determine fees include geographic location, types of securities being managed, account size and any special service requests. Certain portfolios have fees that may range up to 1.50%.
The firm uses a variety of methods of analysis and investment strategies across its clients. The firm doesn't require or mandate a particular investment strategy. The firm often recommends long-term purchases, short-term purchases, trading, short sales, margin transactions and more.
Basepoint Wealth, LLC
Basepoint Wealth is a fee-only firm with multiple offices across Iowa. There is no account minimum. The firm's services include investment management, financial planning, consulting, investment planning, retirement planning, estate planning, personal savings and educational savings.
The vast majority of clients are individuals without high net worths, though some do qualify as high-net-worth individuals. There are only a few institutional clients, which include charitable organizations, pension and profit-sharing plans and corporations.
Investment advisory fees are generally charged based on a percentage of assets under management, but some qualified clients may also pay performance fees. Financial planning fees are either charged at a fixed rate or billed hourly. While one advisor is a licensed insurance agent, he is not compensated for recommending products, unlike fee-based advisors.
Fundamental analysis is the main analytical frame used by advisors at the firm and long-term investments are the favored strategy. Most client assets are invested in mutual funds, with stocks, bonds and cash holdings also used. Like many other firms, Basepoint Wealth tailors portfolios to its clients' investment goals and objectives, financial circumstances and risk tolerance. Clients can place reasonable restrictions on the types of investments that they hold in their portfolios.
Cedar Point Capital Partners
Cedar Point Capital Partners is a fee-only firm that offers the services of portfolio managmeent, financial planning and retirement plan consulting. Individualized investment advice is only offered with the comprehensive portfolio management service. The firm primarily works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and LLCs.
For the advisory services, fees can range from 0.15% to 0.95%, based on the assets under management invested into the firm. Flat fees for other services do not surpass $25,000 in most cases.
The firm uses a variety of investment strategies when they work with individual clients. These may include alternative investments, asset allocation, cryptocurrency products, fixed income, long-term purchases, short-term purchases, options and margin transactions. Each strategy used will be determined that it fits the needs of each individual client.
Bridgeway Wealth Management
Bridgeway Wealth Management is a fee-based firm that offers services such as investment advice, wealth management and financial planning. The firm primarily works with individuals, trusts, estates, charitable organizations, corporations and business entities.
The firm's investment management services are offered for an annual fee that varies between 0.50% and 1.50% based on the amount of assets the firm manages for each individual client.
Bridgeway Wealth Management primarily allocates assets among various stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, structured notes and alternative investments. However, the firm tailors its own adivsory services to meet the needs of individual clients to match risk tolerances and make sure long-term goals are being achieved.
