| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees negotiable for assets over $25 million.
5901 Mills Civic Parkway, Suite 6000, West Des Moines, IA, 50266
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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 →Aaron is a finance committee member at Ames First United Methodist Church, attending monthly meetings. This activity requires minimal time and is not investment-related.