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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable.
Fee Estimator
For portfolio management, fees are based on a percentage of your assets, charged quarterly. For example, the first $500,000 is charged 1.20%. Fees are negotiable and may be adjusted based on your financial situation, assets under management, and complexity of services. There may be additional fees for sub-advisor services. Financial planning fees are not explicitly stated.
Areas of Practice
Advisor Information
Office location
5454 W. 110th Street, Overland Park, KS, 66211
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.
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Adam officiates high school and college football and basketball as an independent contractor since 2005. This takes about 10-20% of his time.