Tuve Investment Management, Inc. is a reputable investment advisory firm based in Waterloo, IA. With a team of six dedicated professionals, including two experienced investment advisors, they provide comprehensive financial guidance to their clients. The firm manages an impressive average of $96,460,000 in assets per investment advisor, which aligns with the industry standard.
When it comes to compensation, Tuve Investment Management offers a flexible structure, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. This approach ensures that clients can choose a payment option that suits their individual needs and preferences.
With over 1,000 individual clients, Tuve Investment Management handles a substantial portfolio totaling more than $110,757,000 in assets under management. Notably, approximately half of these assets come from employer 401Ks and individual investors, indicating the firm's expertise in this particular area.
All of the assets managed by Tuve Investment Management are under their discretion, demonstrating the trust clients place in their expertise. The firm operates from a single office in Waterloo, IA, and boasts a rich history with John Tuve and Stanley Tuve, who are among the firm's most tenured and esteemed registered advisors.
Tuve Investment Management, Inc. prides itself on offering personalized financial solutions tailored to meet the unique goals and objectives of their clients. With their extensive experience, comprehensive services, and commitment to client satisfaction, they have established themselves as a reliable and trusted partner in the financial industry.