| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees are negotiable for assets over $25,000,001.
910 East St Louis St, Springfield, MO, 65806
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Learn about disclosures →Andrew serves as treasurer and on the investment committee for the Indiana National Guard Relief Fund. This activity takes minimal time and is not investment-related.