Overview

Headquarters
Overland Park, KS
Total Firm Assets
$668 million
Average High-Net-Worth Client Portfolio Size
$3.6 million

Fee Disclosure

Source: FORM ADV PART 2 AND 2B 071426 (2026-07-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.20%
$500,001 $1,000,000 1.00%
$1,000,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above 0.50%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $43,000 0.86%
$10 million $73,000 0.73%
$50 million $273,000 0.55%
$100 million $523,000 0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
83.74%
Number of High-Net-Worth Clients
157
Total Client Accounts
1,559
Discretionary Accounts
1,508
Non-Discretionary Accounts
51

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
107212

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions