Overview
- Headquarters
- Overland Park, KS
- Total Firm Assets
- $122 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
Fee Disclosure
Source: ADV PART 2A (2026-05-08)
· View brochure text
Latest filing: FORM ADV PART 2A (2026-05-08)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $4,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | $38,625 | 0.77% |
| $10 million | $63,625 | 0.64% |
| $50 million | $263,625 | 0.53% |
| $100 million | $513,625 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 46.60%
- Number of High-Net-Worth Clients
- 31
- Total Client Accounts
- 491
- Discretionary Accounts
- 491
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 162231
- ADV PART 2A (2026-05-08) (fee schedule source) · View brochure text
- FORM ADV PART 2A (2026-05-08) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗