AG
AG

Anya Jo Grovenburg

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
960 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $6.0M0.70%
$6.0M - $10.0M0.60%
$10.0M - $20.0M0.45%
$20.0M - $50.0M0.35%
$50.0M - $100.0M0.30%
$100M+0.30%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No 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.

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Employment History
Current Registrations
Triune Financial Partners, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2017 - December 2018 · 1 yr 6 mos
Edward Jones
September 2015 - October 2015 · 1 mo
Edward JonesBroker
June 2015 - October 2015 · 4 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Anya Jo Grovenburg - Financial Advisor | TrueAdvisor