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Kevin Michael

12 Years of Experience
Lawrence, KS

Kevin Michael is a registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 343 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
343 clients
Average Client Portfolio
$683K average
Assets Under Management
$234.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1505 Kasold Drive, Lawrence, KS, 66047

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Kevin owns multiple rental real estate properties and dedicates minimal time to their upkeep. He also teaches Tae Kwon Do classes a few hours per week and works at Rademacher Financial, spending nearly full-time hours on trading and database management.

Employment History
Current Registrations
Rademacher Financial, INC.
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2015 - August 2022 · 7 yrs 1 mo
Raymond James Financial Services, INC.Broker
November 2013 - June 2023 · 9 yrs 7 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
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