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 $100K | 2.50% |
| $100K - $500K | 2.30% |
| $500K - $1000K | 2.00% |
| $1M+ | 1.80% |
Advisory fees are negotiable.
Fee Estimator
C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.
Areas of Practice
Advisor Information
Office location
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
Get directionsRegulatory History (1)
Criminal
October 2005Other Business ActivitiesSells Insurance
Andrew is the Director of Business Development - Annuities at Creative One, an independent marketing organization, dedicating nearly full-time hours to wholesaling annuities. He also owns personal investment real estate properties, requiring minimal time, and is the Owner/Founder of Carolina Portfolio and Income Architects, spending a few hours per week on financial planning, securities, and variable and fixed product sales.