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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors.
Fee Estimator
The annual advisory fee is based on a percentage of assets under management. The firm may offer a flat fee option. There is no minimum account balance or minimum annual fee. Fees are negotiable based on the level of service needed. For example, a $500,000 portfolio would cost $6,250 per year. Fees are charged quarterly in advance. Financial planning and consulting fees are quoted in advance and charged on a fixed or hourly fee basis.
Areas of Practice
Advisor Information
Office location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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