Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For IAR Directed Asset Management Services, clients pay an asset-based advisory fee up to 2% of the account balance, negotiable with IARs. Fees are calculated monthly or quarterly in advance. Financial planning fees are negotiable, charged hourly (up to $500/hour) or as a flat fee (up to $10,000). The amount of time to complete a plan is determined by the client’s goals, but under no circumstance shall exceed 25 hours. If the client implements the plan with the advisor, the planning fee will be waived if the advisor will compensated during implementation of the plan. Client will not pay more the $500 in advance.
Areas of Practice
Advisor Information
Office location
6710 W 121st St, Suite 200, Overland Park, KS, 66209
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a sales representative for SNS Global, Inc, focusing on fixed insurance sales and services since 1984, taking nearly full-time hours. He is also involved with Upper Rogue Rotary for philanthropic community service and is a member/distributor for Legal Shield.