Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.
212 South St, Iola, KS, 66749
Get directionsJeffrey works as an insurance agent, dedicating about 20% of his time to offering insurance products and services. He also spends about 20% of his time offering advisory services to house accounts and minimal time referring clients for legal/estate advice.