| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
1203 West Second Street, Grand Island, NE, 68802
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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 →Jamie works as a Manager at Almquist, Maltzahn, Galloway & Luth, PC, a CPA firm, since 2008. This is a full-time commitment, involving audits, financial statements, tax returns, and bookkeeping services.