Fees for Outsourced Chief Investment Officer (OCIO) services and Investment Advisory Services range from 0.25% to 0.75% annually, based on the size and complexity of the client and the scope of services provided. Fees are negotiable. These fees are exclusive of custody fees and other expenses.
109 1st Ave Se, Watertown, SD, 57201
Get directionsNo 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 →