| 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.
315 5th Street, Suite 200, West Des Moines, IA, 50265
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Learn about disclosures →David is a state board member and board member for early childhood initiatives, and an appointee of the Governor's Early Childhood Taskforce, dedicating minimal time to each. David is also a licensed insurance agent since June 2023, selling accident, health, and life insurance, dedicating a few hours per week.