| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984
Get directionsNo 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.
Learn about disclosures →Timothy is an independent insurance agent since 1999, working with various independent insurance companies, dedicating a few hours per week. He is also a board member for The American Home Life Insurance Company since 2012, attending quarterly meetings and dedicating minimal time.