Advisors near Watertown, South Dakota
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HI-LINE CAPITAL MANAGEMENT, LLC
HI-LINE CAPITAL MANAGEMENT, LLC
Watertown, South Dakota
Hi-Line Capital Management, LLC, a local investment advisory firm based out of Watertown, SD, boasts a team of 8 highly skilled professionals. Among them, 6 dedicated individuals provide exceptional investment advisory services. With an impressive average of approximately $163,680,000 in assets under management per investment advisor, Hi-Line Capital Management surpasses the industry average by a significant margin. The firm's compensation structure is diverse, offering various options such as a percentage of assets under management and performance-based fees. This ensures that clients' interests are aligned with the firm's success. Hi-Line Capital Management caters to over 100 individual clients, expertly managing their assets, which amount to an impressive $509,830,000 in total. Notably, 99% of the assets entrusted to Hi-Line Capital Management are under discretionary management, exemplifying the firm's commitment to providing comprehensive and personalized financial solutions. With its extensive expertise and dedication to serving clients' unique needs, the firm has built a strong reputation for delivering exceptional results. Hi-Line Capital Management, LLC operates from a single office, and its team includes some of the most experienced advisors in the industry. Matthew Roby, Kasey Chapin, and Michael Anderson are among the firm's longest-tenured advisors, contributing their wealth of knowledge and expertise to the success of the firm and the satisfaction of its valued clients. As a trusted partner in wealth management, Hi-Line Capital Management continues to provide top-tier advisory services tailored to help clients achieve their financial goals.
BIG SIOUX WEALTH MANAGEMENT
BIG SIOUX WEALTH MANAGEMENT
Watertown, South Dakota
Big Sioux Wealth Management is a small investment advisory firm based out of Watertown, SD. With two offices, they provide personalized investment advisory services to a diverse clientele. Comprised of a dedicated team of two professionals, Big Sioux Wealth Management boasts an average of $88,070,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure caters to clients' needs, offering a variety of options such as a percentage of assets under management and hourly charges. Demonstrating their expertise, approximately half of their assets under management come from employer 401Ks and individual investors, showcasing their strong track record in this space. With 81% of the assets they manage being discretionary, Big Sioux Wealth Management ensures clients have the freedom to entrust their investments and financial decisions to the firm's capable hands. Additionally, the company also serves as an insurance broker or agent, expanding their services to further meet clients' needs. Big Sioux Wealth Management has established itself as a trusted advisor in the industry, managing assets worth over $176,135,000 for more than 1,270 individual clients. Two of the longest tenured registered advisors at the firm are Dustin Padgett and McKay Parr, who bring their extensive experience and expertise to the table, ensuring clients receive top-notch financial guidance.