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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
For individual and model portfolio management, fees range from 0.30% to 1.50% annually, based on assets under management. Financial planning fees are determined by the nature and complexity of services, typically ranging from $100 to $25,000 on an hourly or fixed fee basis. Consulting services fees are also determined by the nature and complexity of the services. Discounts may be offered to family members or associated persons of the firm.
Areas of Practice
Advisor Information
Office location
7600 W 75th Street, Overland Park, KS, 66203
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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J operates a pro bono financial planning service from a private office since 2015, providing planning and budgeting services to individuals and families at no charge. This takes about half of J's time.