| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
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Learn about disclosures →Adam works as an Investment Advisor Representative at Mariner Wealth Advisors since 2021. This activity takes a full-time commitment during securities hours.