| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
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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 →Charles is the president of Heil Packing Co, working on food items during the holidays for a minimal time commitment. He is also the organizer of Clayton Management & Research LLC and president of Sugar Creek Investment Advisory Group, an investment-related LLC that he fully owns, as well as doing business as CP Wealth Management.