Natasha Dockstader
Natasha Dockstader is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in kansas city, MO, with 25 years of industry experience. Natasha 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 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ Investment Advisory Services offers investment management through various programs:
- Private Wealth Services: Fees range from 0.10% to 2.0% annually, plus fees charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. CBIZ IAS receives an additional management fee of 0.05% for CBIZ Select Portfolios.
- American Funds Managed Portfolios: Fees range from 0.45% to 0.75% annually.
- InR Team Wrap Program: Annual fees range from 0.10% to 2.0% and include trade execution, custody, reporting, and investment advisory fees.
- InR Team Non-Wrap Fee Services: Annual fees range from 0.10% to 2.0%.
Fees are calculated quarterly in advance based on the market value of the account. Prepaid, unearned fees are refunded upon termination.
Location
700 w 47th st, kansas city, MO, 64112
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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.
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Natasha works as a Senior Plan Retirement Consultant for Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, LLC, providing retirement plan and investment consulting services. She dedicates about a quarter of her time to Gallagher Benefit Services and nearly full-time to Gallagher Fiduciary Advisors.
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Lockton Financial Advisors, LLCBroker
Lockton Investment Advisors, LLC
Aig Financial Advisors, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
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.