| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
11808 Miracle Hills Drive, Ste 110, Omaha, NE, 68154
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Learn about disclosures →Adam is a board member for the Omaha School of Ministry, dedicating minimal time. He is also a Wealth Advisor/Partner at Thrivent Advisor Network, LLC (nearly full-time), owner of ADJRP, LLC (more than full-time), and an insurance producer selling/servicing fixed insurance contracts (minimal time).