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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For traditional securities, the fee is 1.25% on the first $500,000, 1.1% on the next $500,000, 1.0% on the next $1,000,000, and 0.85% on amounts above $2,000,000. For digital securities, the fee is 1% of assets under management. These fees are negotiable. Financial planning and consulting fees are billed hourly, not to exceed $500 per hour. Fees for digital asset consulting are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
Republic, MO
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
Michele is an employee of Magellan Health, where she designs processes and conducts risk area reviews. This takes about a quarter of her time and is not investment related.