| 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
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Learn about disclosures →Josef is a registered representative with M Holdings Securities, Inc. since 2018, and also manages investment services for HUB International Great Plains, LLC and HUB Investment Advisors, Inc., dedicating full-time hours to each. He also spends minimal time as an interest group leader for Omaha Venture Group.