| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
235 Everett St, East Peoria, IL, 61611
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 →Jeffrey is a member of Eureka Rotary and a committee member/volunteer at Snyder Village, dedicating minimal time to each. He also works as a Financial Advisor at Goodfield State Bank full-time and is a finance committee member at Grace Church, spending minimal time on this.