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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fee is negotiable for assets above $25,000,001.
Fee Estimator
Fees are based on a percentage of assets under management and are billed quarterly in advance. The minimum annual fee is $7,500, but fees are negotiable. Financial planning is generally included in the investment management fee. Standalone financial planning is available for a minimum fee of $5,000, with total fees depending on the complexity of the client's financial situation. Retirement Plan Consulting (RPC) may impose a start-up fee of $7,500 in addition to a percentage of assets, with a minimum fee of $10,000.
Areas of Practice
Advisor Information
Office location
910 East St Louis St, Springfield, MO, 65806
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 Activities
Since 1994, Amy is listed as a limited partner in her husband's law firm, Wren Law Firm DBA M Keith Wren and Associate. She is responsible for client billing and bookkeeping, but is not involved in the day-to-day practice.