Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.
Areas of Practice
Advisor Information
Office location
144 South Santa Fe, Salina, KS, 67401
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.
Learn about disclosures →Other Business Activities
Aaron is a board member at large for Salina Downtown Inc., a non-investment related entity. He attends meetings to discuss improvements and events for downtown Salina, dedicating minimal time to this activity.