Overview
- Headquarters
- Topeka, KS
- Total Firm Assets
- $49.8 billion
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $10,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-03-31)
· View brochure text
Latest filing: FORM ADV PART 2A APPENDIX 1 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $125,000 | 2.50% |
| $10 million | $250,000 | 2.50% |
| $50 million | $1,250,000 | 2.50% |
| $100 million | $2,500,000 | 2.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 38.28%
- Number of High-Net-Worth Clients
- 9,444
- Total Client Accounts
- 282,995
- Discretionary Accounts
- 282,995
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 282580
- FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text
- FORM ADV PART 2A APPENDIX 1 (2026-03-31) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗