| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable. Institutional fixed income accounts ($10 million minimum): 0.30% on the first $25,000,000, 0.25% on the next $25,000,000, 0.20% on the balance.
442 West 47th Street, Kansas City, MO, 64112
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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 →Bradley is a director at FCI Holding Corporation and a trust officer at Blue Ridge Bank & Trust Company, dedicating minimal time to each. He also serves as President/CEO/Board Member at Midwest Trust Company (full-time), is a partner in Branch Growth Associates investment club, and a limited partner in Bergman Family Tree Farm L.P.