| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors including client type, complexity, and relationship with the representative. Certain long-standing clients may have grandfathered lower fees.
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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Learn about disclosures →Thomas is a registered representative for M Holdings Securities, Inc. and Hub International Investment Services, Inc., and an investment advisor for Hub Investment Advisors, Inc. He is also a Senior Vice President at Hub International Great Plains, LLC, an insurance brokerage firm, and owns Von Riesen Farms, dedicating minimal time to each. Thomas also serves as power of attorney for his mother-in-law.