Jeffrey Hardiek is a registered investment advisor at United Capital Management of Kansas, INC., based in Norton, KS. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,655 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.
Fee Estimator
Location
Norton, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
United Capital Management of Kansas, INC.
State Registrations1 state
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