| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors including client type, complexity, and relationship with the representative. Certain long-standing clients may have grandfathered lower fees.
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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Learn about disclosures →Jeffrey is a registered representative for M Holdings Securities, Inc. and Hub International Investment Services, Inc., and an Executive Vice President at Hub International Great Plains, and a Wealth Advisor at Hub Investment Advisors, Inc., dedicating full-time hours to the latter two. He is also a Managing Member of P39, LLC, a farming operation intended for his family's benefit, taking about 10-20% of his time.