Fees vary based on the service provided. Retirement plan consulting fees can be asset-based, flat, or hourly, with flat fees subject to a $5,000 minimum. Hourly fees range from $100 to $450 per hour. HSA and VEBA consulting fees are 0.35% of assets under management with an $8,000 minimum. Individual wealth management fees range up to 1.50% of assets under management. Financial planning services can be billed at a maximum of $500 per hour. All fees are negotiable.
211 East 8th Street, Lawrence, KS, 66044
Get directionsCathy has several outside business activities, including a law practice, working as an investment advisor for Intellicents Investment Solutions (nearly full-time), and acting as an insurance agent for life, disability, and long-term care insurance (minimal time). She also serves as a trustee for the Kansas University Endowment Association.