Storyone Family Office
DBA: Storyone Llc
7501 COLLEGE BLVD, Overland Park, Kansas 66210
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
million 0.20% Our advisory fee is negotiable and will not exceed an annualized fee of 1.35%. The exact fee structure applicable to your accounts will be clearly stated in the portfolio management agreement. All asset-based fees are deducted by the qualified custodian of record quarterly, in
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.