| 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 →Brian is the Finance Chairman for the Princeville Historical Association, dedicating a few hours per week. He also works as a Financial Advisor for Princeville State Bank and First Security Bank-Mackinaw, spending a significant amount of time on these roles, and is a board member at First Security Bank-Mackinaw.