| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.01% |
| $3M+ | Included |
Gold Service Level: Over $3,000,000 $22,500 + 0.50% x the portfolio balance in excess of $3,000,000. Silver Service Level: Under $1,000,000 1.00% with a $5,000 minimum. $1,000,000 to $2,000,000 $10,000 + .75% x the portfolio balance in excess of $1,000,000. Over $2,000,000 $17,500 + .50% x the portfolio balance in excess of $2,000,000. Platinum Service Level: All 0.60%, with a $15,000 minimum
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703
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