Michele Gawthrop is a CFP-designated registered investment advisor at One Advisory Partners, LLC, based in Overland Park, KS, with 6 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 314 clients with $370M 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 | 1.50% |
Maximum fee of 1.50% may be negotiable. Minimum annual fee of $10,000 may be waived.
Fee Estimator
Location
5440 W 110th St., Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Advisory Partners, LLC
State Registrations1 state
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