| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.30% |
| $500K - $1000K | 2.00% |
| $1M+ | 1.80% |
Advisory fees are negotiable.
C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
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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 →Brian is the 100% owner of Ambrose Financial and Insurance Services, LLC, where he sells insurance and fixed annuities. This activity takes nearly a full-time commitment.