Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiable and typically range between 0.25% and 2.25%. Fees are deducted from the client's investment account. Financial planning fees are also negotiable and can be based on a fixed fee-per-project, hourly, monthly, or quarterly basis. Investment consultative services are based on a fixed rate. The firm may receive compensation from third-party advisers or as a sub-adviser to other firms.
Areas of Practice
Advisor Information
Office location
10801 Mastin Boulevard, Suite 150, Overland Park, KS, 66210
Get directionsRegulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Brian is an independent insurance agent selling various insurance products and fixed annuities, dedicating a few hours per week. He also works nearly full-time as a financial planner for CreativeOne Wealth and owns a residential rental property, spending minimal time on its management.