| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
125 South 4th Street, Norfolk, NE, 68701
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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 →Lynn is a CPA at McMill CPA & Advisors, an accounting firm, dedicating full-time hours to this role. Lynn also serves on the board of directors for Elkhorn Valley Historical Society and is the president of the board of directors for Teammates of Norfolk, each requiring minimal time.