Kathleen Houseman is a registered investment advisor at Houseman Financial LLC, based in New Freedom, PA. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee is divided between Houseman Financial LLC and CPS Investment Advisors. As Houseman Financial LLC firm AUM increases, Houseman Financial LLC will progressively earn more of the fee.
Fee Estimator
Location
15 West Main Street, Suite 1, New Freedom, PA, 17349
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Houseman Financial LLC
State Registrations1 state
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