| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
8420 West Dodge Road, Suite 110, Omaha, NE, 68114
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Learn about disclosures →Richard is an insurance agent since 2016, though he spends minimal time on this activity. The activity is investment-related and not conducted at the branch office.