Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
18881 West Dodge Road, Suite 180E, Omaha, NE, 68022
Get directionsJames works as an independent insurance agent, selling life and health insurance, long-term care, and annuities since 2022. He also provides consulting and educational services to financial professionals, taking about half of his time for insurance and about a quarter of his time for consulting.