| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
317 State Street, Guthrie Center, IA, 50115
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Learn about disclosures →Jonathan is an insurance agent working with Foundational Wealth Partners and MasterCare America, providing fixed financial products, estate planning services, and long-term insurance coverage. He also owns Grand Terebinth Enterprises LLC, which receives his insurance commissions and advisory fees, but this requires minimal time.