| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984
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Learn about disclosures →John owns Finbits Media LLC, a financial education blog and speaking business, spending a few hours per week on it. He also has a life insurance license and spends minimal time on insurance sales.