April Mccullough is a registered investment advisor at Rocky Mountain Advisers, LLC, based in Salina, KS, with 11 years of industry experience. April 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. Their firm serves 248 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SRH Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.00% to 2.00%. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are billed quarterly, based on the average daily balance of your account. The firm may negotiate fees or waive them entirely.
Location
2121 E. Crawford Place, Salina, KS, 67401
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Regulatory 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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April is a co-owner and managing member of Inspection Services LLC DBA Housemaster, a commercial and residential property inspection company, since 2013. She spends a few hours per week on bookkeeping and advertising duties.
Employment History
Current Registrations
Rocky Mountain Advisers, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.