Roadmap Wealth Management offers wealth management, which combines ongoing discretionary investment management with personalized financial planning. When working with clients, Roadmap Wealth Management develops a financial roadmap based on individual risk tolerance, time horizons, and personal goals, investing primarily in mutual funds and exchange-traded funds while also accommodating individual stocks and bonds when appropriate. In addition to bundled wealth management, Roadmap Wealth Management offers standalone financial planning services covering tax planning, budgeting, cash flow management, retirement planning, debt management, charitable giving, estate planning, and insurance. Roadmap Wealth Management is led by founder and Managing Director Steven J. Warta and is based in Overland Park, Kansas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are calculated on a graduated basis and paid monthly in advance. Fees may be negotiable in limited circumstances.
