| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis.
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210
Get directionsRobert is an independent insurance agent for various insurance companies. He also serves on the investment committee for Church of the Nazarene and is a member of the Administration Committee for College Church of the Nazarene, and co-trustee of a family member's trust, dedicating about 10-20% of his time to the trust.