Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.00%. The specific fee is outlined in the Investment Management Agreement and may be negotiable. Financial planning fees range from $150 to $300 per hour and are negotiable. Consulting fees also range from $150 to $300 per hour. The custodian will directly debit advisory fees from client accounts.
Areas of Practice
Advisor Information
Office location
6540 SW 10th Avenue, Topeka, KS, 66615
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 ActivitiesSells Insurance
Jeffrey is an independent insurance agent for various companies through Cornerstone Insurance since 2013, dedicating a few hours per week. He also participates in board and finance committee meetings for Midland Care Connection/Meals on Wheels and Family Service & Guidance Center, and is an advisory representative of a RIA through Cornerstone Advisors, taking nearly full-time.