Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges an annual fee based on your total assets under management, as shown in the table. For example, a $100,000 account would be charged 1.25% annually. Accounts within the same household are combined for a reduced fee. The annual fee may be negotiable. They also offer tax preparation services for an additional fee.
Areas of Practice
Advisor Information
Office location
7505 NW Tiffany Springs Parkway, 4th Floor, Kansas City, MO, 64153
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
Joshua sells fixed insurance and fixed annuities through Mid American Wealth Advisory Group Inc., dedicating nearly full-time hours to this. He is also involved with Mid-American Wealth Advisory Services LLC, an independent investment advisory firm.