Marilee Lonergan
Marilee Lonergan is a CFP-designated registered investment advisor at Greystone Capital Partners Group LLC, based in Kansas City, MO, with 18 years of industry experience. Marilee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 60 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greystone Capital Partners offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.05% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.
Location
616 East 63rd Street, Suite 201, Kansas City, MO, 64110
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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 ActivitiesSells Insurance
Marilee is an investment advisor representative (IAR) with Greystone Capital Partners Group, LLC, and a registered representative with Purshe Kaplan Sterling Investments, dedicating nearly full-time hours to each. She also works as an independent insurance agent and president at Benefits Planning Group, focusing on employee benefits insurance sales, and serves as treasurer on the board of the Tulsa Estate Planning Forum, dedicating minimal time to this role.
Employment History
Current Registrations
Greystone Capital Partners Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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