Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NBCS offers financial planning services for a negotiated flat fee or a percentage of assets under management, or a combination of both. The financial planning fee typically ranges from $100 to $10,000, depending on the complexity of the client's situation. Advisory fees are not charged for insurance analysis. The client is not obligated to implement the financial plan with NBCS.
Areas of Practice
Advisor Information
Office location
101 W. Commercial Street, Lebanon, MO, 65536
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.
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Daniel works as a seasonal package handler for FedEx, loading and unloading packages from trucks. This takes about 10-20% of his time.