| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are subject to change with written notice and may be negotiable.

10000 College Blvd., Suite 260, Overland Park, KS, 66210
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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 →Lucas Bucl has been active in the Financial Planning Association throughout his career. He is currently serving board for the Greater Kansas City chapter as the Director of Public Awareness. He has previously served in various other roles within the organization, including the Programs, Media Relations , and Public Relations committees.