| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
FWP charges an annual investment advisory fee based on total assets under management. The fee is tiered, ranging from 1.35% on the first $1,000,000 to 0.70% on amounts over $5,000,000. Fees are billed monthly in arrears. The annual fee is negotiable based upon certain criteria. Financial planning is offered on a fixed fee basis up to $15,000 for the initial plan and up to $12,000 for subsequent years. Hourly consultation services are offered at $250 per hour with a one-hour minimum. FWP may waive the planning fee for clients with a minimum of $250,000 of assets under management with FWP.
250 N Santa Fe, Suite E, Salina, KS, 67401
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