Kathleen Laverde is a registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 29 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,317 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HORAN Wealth offers two investment advisory programs, HCA and HSI. Fees are based on a percentage of the value of your account. The exact fee depends on the complexity of your financial situation, the investment services provided, the experience of your advisor, and the total value of assets in your account.
HCA Program:
- First $1,000,000: 1.25% per year
- $1,000,001 - $3,000,000: 1.00% per year
- $3,000,001 - $5,000,000: 0.85% per year
- Greater than $5,000,000: 0.75% per year
HSI Program:
- First $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.75% per year
- Greater than $2,000,000: 0.70% per year
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Kathleen is involved with River Hills Consulting Services, LLC since July 2024. This activity takes about a third of her time, including time during trading hours.
Employment History
Current Registrations
Horan Wealth, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Horan Wealth Management
Horan Securities, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Saybrus Equity Services, INCBroker
The Leaders Group, INC.Broker
Fifth Third Securities, INC.Broker
P.J. Robb Variable CorporationBroker
Fifth Third Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Schoff & Baxter, INC.Broker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
State Registrations7 states
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