Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You will pay a quarterly investment management fee in advance, not exceeding 2% annually, based on factors like services offered, complexity, and asset level. Fees are negotiable and vary among clients. The fee can be a fixed percentage, tiered breakpoint, linear breakpoint, or flat dollar amount (flat dollar is no longer offered for new purchases). Clients may also incur third-party fees and expenses, separate from our advisory fees. For fee-based annuities, Advisor Management Fees will not exceed an amount equal to an annual rate of 1.5% when the fee is deducted directly from the fee-based annuity. For fee-based 529 accounts, Advisor Management Fees will not exceed an amount equal to an annual rate of 1.00%.
Areas of Practice
Advisor Information
Office location
437 Main Street, Scribner, NE, 68057
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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 ActivitiesSells Insurance
Beth sells insurance and dedicates about 10% of her time to this activity. She also holds positions in community organizations, including Scribner Economic Development and the Scribner Sports Complex Board, and is a board member for the Low Income Ministry of Dodge County.