Katherine Christoferson
Katherine Christoferson is a registered investment advisor at Mccollum Christoferson Group, LLC, based in Amherst, NY, with 8 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 356 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Location
500 Corporate Parkway, Suite 210, Amherst, NY, 14226-1263
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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 →Employment History
Current Registrations
Mccollum Christoferson Group, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Harold C. Brown & CO., INC.
State Registrations2 states
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