Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on assets under management, but will not exceed 2.0% annually and are negotiable. Annuities included in investment management recommendations are billed quarterly in arrears at 1.00%, which is non-negotiable. Financial planning fees are negotiable and can be hourly ($75-$550), flat ($490-$7,500), or annual retainer ($490-$3,000). Individual retirement plan consulting fees range from 0.90% to 1.00% of the participant's retirement plan asset value payable quarterly in arrears. A minimum relationship value of $250,000 is required, but may be waived.
Areas of Practice
Advisor Information
Office location
1505 Kasold Drive, Lawrence, KS, 66047
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin owns multiple rental real estate properties and dedicates minimal time to their upkeep. He also teaches Tae Kwon Do classes a few hours per week and works at Rademacher Financial, spending nearly full-time hours on trading and database management.