| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees negotiable above $15,000,000. The fee schedule is blended.
Nixa, MO
Get directionsDavid is a co-owner/agent at Heim Financial Solutions. He spends about three-quarters of his time on this investment-related activity, but the filing does not specify the nature of the business.