Overview
- Headquarters
- Rapid City, SD
- Total Firm Assets
- $188 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE (2026-07-08) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $780,000 | 1.30% |
| $780,001 | $1,825,000 | 1.00% |
| $1,825,001 | $3,675,000 | 0.80% |
| $3,675,001 | $8,000,000 | 0.55% |
| $8,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,340 | 1.23% |
| $5 million | $42,678 | 0.85% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.31%
- Number of High-Net-Worth Clients
- 54
- Total Client Accounts
- 516
- Discretionary Accounts
- 381
- Non-Discretionary Accounts
- 135
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 337331
- FORM ADV PART 2A - FIRM BROCHURE (2026-07-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗