Kathy Postoak is a registered investment advisor at Strongbox Wealth, LLC, based in Lee'S Summit, MO, with 27 years of industry experience. Kathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 458 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StrongBox Wealth offers investment management and comprehensive wealth management services. The maximum annual fee for investment management is 1.25% of your portfolio. For comprehensive wealth management, which includes both investment management and financial planning, the maximum annual fee is 1.50% of your portfolio. Fees are negotiable and are typically billed quarterly in advance, with adjustments for large deposits or withdrawals. In some cases, fees are billed quarterly in arrears. A technology platform fee of 0.02% per account is also charged.
Location
3470 NE Ralph Powell Road, Suite A, Lee'S Summit, MO, 64064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathy is the Director of Operations at Strongbox Wealth, a Registered Investment Advisor (RIA), since August 2019. She dedicates full-time hours to client services and operations.
Employment History
Current Registrations
Strongbox Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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