Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Leawood, KS
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Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Lexaurum Advisors
June 2018 - Present · 7 yrs 9 mos
Previous Registrations
American Century Advisory Services, INC.
November 2002 - December 2012 · 10 yrs 1 mo
American Century Brokerage, INC.Broker
December 1997 - December 2012 · 15 yrs
American Century Investment Services INC.Broker
March 1996 - October 2017 · 21 yrs 7 mos
State Registrations1 state
KS
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.