

| Assets Under Management | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees are negotiable for over $18,000,000.

1010 9th Street, Suite 1, Rapid City, SD, 57701
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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 →Richard is involved in numerous non-investment related activities, primarily related to property management, holding companies, and trusts. He also engages in financial planning, financial therapy, and publishing, dedicating minimal time to each activity.
Rick Kahler, MS, CFP, MSFP, CFT-1, CCIMis co-author of four books on the psychology of money:Conscious Finance(FoxCraft, Inc., Second Edition 2007),The Financial Wisdom of Ebenezer Scrooge (HCI, 2006),Facilitating Financial Health(NUCO, 2016 2nd Ed.) andWired For Wealth(HCI 2009). Rick has been a columnist for 28 years for several South Dakota newspapers and is the author of hundreds of articles and whitepapers.