| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
Washington, IA
Get directionsKent is an Investment Advisor Representative (IAR) with Mason & Associates, Inc., dedicating about a quarter of his time. He is also an independent insurance agent, spending minimal time on this activity, and involved in several family farm operations.