| 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
Get directionsBrady is the President and an independent insurance agent at The Bellue Agency, selling fixed insurance products since 2005, dedicating about a quarter of his time. He is also a member of Flying House Media, providing business consulting and financing, and owns rental property, spending minimal time on it.