| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
113 N. Main St, PO Box 265, Stuart, NE, 68780
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 →Benjamin is a CPA and owner of Kaups Tax Advisors P.C., spending about 10-20% of their time preparing tax returns. Benjamin is also an insurance agent selling various insurance products and holds vice president positions in multiple financial and management companies, dedicating a significant amount of time to these roles.