| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.70% |
Portfolio management fees are negotiable.
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Katherine spends about half her time meeting with and enrolling eligible participants into Section 125 plans for various companies, earning commissions. She also serves as an investment advisor representative for Cobler Capital Management's portfolios, dedicating minimal time to this role.