| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees may be negotiable in certain circumstances.
226 N. Broad Street, Mankato, MN, 56001
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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 →Larry is the president of the South Central College Foundation's finance committee, spending minimal time reviewing financial statements. He also dedicates nearly full-time hours to DBA Advisor Services of Florida, LLC, performing contract-related services for LifePlan Financial, LLC, and spends minimal time as president and treasurer of 226 Building LLC, which leases commercial buildings.