| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for special circumstances.
4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922
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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 →Courtney works as a Technical Assistant for Marsec Training Inc., providing online Maritime Security certifications. This data entry role takes a few hours per week and is not investment-related.