| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors including client type, complexity, and relationship with the representative. Certain long-standing clients may have grandfathered lower fees.
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
Get directionsChristopher is the Vice President of the Kiwanis Club of Omaha Foundation and President of the Downtown Omaha Rotary Club Foundation, where he conducts investment reviews and makes recommendations. He also owns TT&T Properties, LLC, a real estate company, and works as an instructor for Kaplan - College for Financial Planning, and is a Wealth Advisor and Education Consultant for Hub International, dedicating full-time hours to this role.