| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
2558 North Seminary Street, Galesburg, IL, 61401
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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 →Eric operates the scoreboard for Monmouth College football games, dedicating a few hours per week. He is also an insurance producer with Porter Hay Insurance since 2018, spending about 10-20% of his time on this. Eric also works as a financial advisor at Midwest Bank full-time and coaches basketball at Immaculate Conception School for about 10-20% of his time.