Organization Man

January 2, 2012

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David Strege loves to organize.  It shows in his planning business, which is structured in a way that lets clients pay lower fees for assets under management than they would at most other firms.

Read about how the Syverson Strege firm in West Des Moines, Iowa David Strege’s uses its unusual structure to help clients get more for less.

Read the PDF Article from Financial Planning Magazine and comments from David Strege.

– David Strege, CFA, CFP®