Kathleen Laseter
Kathleen Laseter is a CFP-designated registered investment advisor at Parady Wealth Management, based in The Villages, FL, with 11 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 938 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Includes both Parady Wealth Management's 0.50% fee and CreativeOne's 0.15% platform fee.
Fee Estimator
Location
3602 Kiessel Road, The Villages, FL, 32163-2910
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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
Kathleen is a 100% owner of a CPA firm, Kathleen Laseter CPA, LLC, dedicating about 10-20% of her time to income tax return preparation and accounting. She is also a partner in Parady Financial Group, Inc. and Parady West, LLC, and a manager at Parady Group LLC, all of which involve insurance and annuity sales.
Employment History
Current Registrations
Parady Wealth Management
Previous Registrations
Capital Asset Advisory Services, LLC
Parady Investments, LLC
State Registrations2 states
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