| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable. Institutional fixed income accounts ($10 million minimum): 0.30% on the first $25,000,000, 0.25% on the next $25,000,000, 0.20% on the balance.
5901 College Boulevard, Suite 110, Overland Park, KS, 66211
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