Timothy Dreiling is a CFA-designated registered investment advisor at Postrock Partners LLC, based in Overland Park, KS, with 2 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PostRock Partners offers wealth management services where fees are based on a percentage of your portfolio's value. The annual fee can be up to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with PostRock Partners. Fees are paid monthly.
Location
6700 Antioch Road, Suite 470, Overland Park, KS, 66204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Postrock Partners LLC
State Registrations1 state
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