| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
Pelican Rapids, MN
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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 →John is the sole member of Flatirons Financial LLC, registered with the NFA as an exempt commodity trading advisor, and has copyrights on Excel spreadsheets for hedging and investment purposes, taking about 10-15 hours per week. He is also a NFA registered associated person and chief compliance officer for his son's commodity brokerage company, dedicating about 10-15 hours per week, a 50% member of Foam Express LLC (spray foam insulation) for a few hours per week, and owns property in Minnesota through Ohman Properties I LLC and Ohman Properties II LLC.