Kathleen Heit is a CFP-designated registered investment advisor at Endeavor Private Wealth, INC., based in Topeka, KS, with 15 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 535 clients with $600M 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 for amounts over $10,000,000 are negotiable. Fees may be based on cumulative household assets.
Fee Estimator
Location
2951 SW Woodside Dr., Topeka, KS, 66614
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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
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.
Exams
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