Kathleen Stepp is a CFP-designated registered investment advisor at Stepp & Rothwell INC, based in Park City, UT, with 31 years of industry experience. Kathleen 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, Insurance Planning, and 3 more. Their firm serves 340 clients with $1.1B 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 | 1.00% |
Rate shown is for investment management only. The firm also offers bundled planning and investment management for an annual retainer of $7,500 plus 0.50% of total investment assets. Fees are negotiable.
Fee Estimator
Location
Park City, UT
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Regulatory History (1)
Regulatory
July 1995Employment History
Current Registrations
Stepp & Rothwell INC
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.
Exams
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