| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fee schedule that differs from above.
4144 Golf Street Ne, Cedar Rapids, IA, 52402
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Learn about disclosures →Kirk is involved in several outside business activities, including serving as a board member for the Catholic Foundation, owning commercial real estate, and participating in various professional and charitable organizations. These activities require minimal time commitment, ranging from a few hours per month to a few hours per quarter.