Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.
Areas of Practice
Advisor Information
Office location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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
Javier is affiliated with Retirement Partners Advisors, Resource Investment Advisors, and Bank of Internet, dedicating full-time hours to Retirement Partners Advisors. He also works as an insurance broker, spends minimal time on Blast Clean, a dry ice cleaning business, and Vertical Solar, an LLC.