| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
11 First Avenue NW, Hampton, IA, 50441
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Belen owns Compro Casa, LLC, managing rental properties and dedicating minimal time to it. She is also a licensed insurance agent, offering various fixed insurance products and spending about a quarter of her time on this activity. Belen volunteers as a board member for Kiwanis Club and owns Franklin Financial Services, which is the operating entity for her advisory and insurance business, taking up nearly full-time.