Storyone Family Office Fees & Minimum

Overview

Headquarters: Overland Park, KS
Total Firm Assets: $259 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2A (2026-04-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.35%
$1,000,001	$2,000,000	1.10%
$2,000,001	$5,000,000	0.85%
$5,000,001	$10,000,000	0.70%
$10,000,001	$25,000,000	0.50%
$25,000,001	$100,000,000	0.30%
$100,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,500	1.35%
$5 million	$50,000	1.00%
$10 million	$85,000	0.85%
$50 million	$235,000	0.47%
$100 million	$385,000	0.38%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 76.13%
Number of High-Net-Worth Clients: 51
Total Client Accounts: 729
Discretionary Accounts: 729

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 331394

ADV PART 2A (2026-04-28) (fee schedule source) · View brochure text

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

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