Kathleen Heit is a CFP-designated registered investment advisor at Endeavor Private Wealth, INC., based in Topeka, KS, with 14 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 383 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
Townsite Plaza 3, 120 SE 6th Ave, Suite 110, Topeka, KS, 66603
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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 a trustee of the board of directors for Topeka Collegiate School, dedicating a few hours per week to board oversight and governance. Kathleen also owns Reaching New Heits, LLC DBA Juice Stop, but is not involved in day-to-day operations.
Employment History
Current Registrations
Endeavor Private Wealth, INC.
Previous Registrations
Sanctuary Advisors, LLC
Clayton Wealth Partners
Oppenheimer & CO. INC.
State Registrations1 state
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