Kathleen Stepp is a CFP-designated registered investment advisor at Stepp & Rothwell INC, based in Overland Park, KS, with 30 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 334 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This rate applies to clients who receive combined financial planning and investment management services. The annual fee is $7,500 plus 0.50% of total investment assets. Investment management only is 1.0% of total investment assets. Fees are negotiable and may be lower based on various factors. Clients who engaged Stepp & Rothwell before April 1, 2017, may be subject to different fee schedules, with some having a $10,000 minimum annual fee.
Fee Estimator
Location
7300 College Boulevard, Suite 100, Overland Park, KS, 66210
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Regulatory History (1)
Regulatory
July 1995Employment History
Current Registrations
Stepp & Rothwell INC
State Registrations2 states
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