| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees for individually managed/family office/non-philanthropic organization accounts. Actual fees may be negotiated.
1100 Capitol Avenue, Suite 200, Omaha, NE, 68102
Get directionsNo 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 →Heather manages rental properties through HJMC Properties LLC and VESE LLC, dedicating minimal time to these activities. Heather is also a licensed insurance agent since 2023, selling accident, health, and life insurance, which takes a few hours per week.