| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are subject to change with written notice and may be negotiable.
10000 College Blvd., Suite 260, Overland Park, KS, 66210
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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 →Stewart is the president of Executive Agents, Inc., which provides evaluation and negotiation of compensation agreements for corporate executives. He also owns Eljay's Rivermarket Coffee House, dedicating minimal time to it.