Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
For individual and model portfolio management, fees range from 0.30% to 1.50% annually, based on assets under management. Financial planning fees are determined by the nature and complexity of services, typically ranging from $100 to $25,000 on an hourly or fixed fee basis. Consulting services fees are also determined by the nature and complexity of the services. Discounts may be offered to family members or associated persons of the firm.
Areas of Practice
Advisor Information
Office location
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210
Get directionsRegulatory History (2)
Financial
August 2024Customer Dispute
June 1991Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various insurance companies. He also serves on the investment committee for Church of the Nazarene and is a member of the Administration Committee for College Church of the Nazarene, and co-trustee of a family member's trust, dedicating about 10-20% of his time to the trust.