| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis.
Overland Park, KS
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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 →Kyle sells fixed insurance products, dedicating minimal time to this activity. He also serves as President of Law Offices of Kyle E. Krull, P.A., which is the sole member of Harvest Law KC, LLC, focusing on estate planning, taking nearly full-time hours. Kyle also works as a legal editor for Blind Squirrel Inc, spending a few hours per week, and is a certified instructor for Walk Thru the Bible.