| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors.
7300 West 110th Street, Suite 870, Overland Park, KS, 66210
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Nathan offers insurance solutions through ETF Store Financial Services LLC, where he has been an insurance producer since 2010, dedicating minimal time. He also serves as President of The ETF Institute Inc. and Owner of OTR Media LLC, spending a few hours per week and about 10% of his time, respectively.