| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $25.0M | 0.00% |
| $25M+ | 0.00% |
Fees negotiable for assets in excess of $25,000,001.
4125 Westown Parkway, Suite 104, West Des Moines, IA, 50266
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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 →Damian is an independent children's book author, the Executive Director/Board Member of Holding Tiny Hands Foundation, the Director of Operations for STEAM STARZ, LLC, and a landlord for a rental property. These activities require minimal time each week and are not investment-related.