Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, and are negotiable. The maximum hourly fee for financial planning and consulting is $500. Flat fees for financial planning range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000, or up to 1.00% of plan assets. Dynasty Platform Fees range from 0-0.30% annually, independent fixed income manager fees range from 0-0.90% annually, and independent equity manager fees range from 0-1.50% annually.
Areas of Practice
Advisor Information
Office location
114 West Main Street, Clarinda, IA, 51632
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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
Brandon co-owns a rental property and is involved with Kew Brothers, LLC, another rental real estate venture. He is also the CEO of Kew Wealth Team and an advisor at SageSpring Wealth Partners, dedicating about a quarter to half of his time to each. Brandon also works with Vanbridge as a broker selling non-variable insurance, dedicating a few hours per week.