Katherine Vessenes is a CFP-designated registered investment advisor at MD Financial Advisors / Vestment Financial, based in Chanhassen, MN, with 15 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 448 clients with $240M 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee Estimator
Location
7935 Stone Creek Drive, Suite 120, Chanhassen, MN, 55317
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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 Activities
Katherine is involved in several outside business activities, including being on the executive committee of a homeowner's association, working as 'of counsel' for a law firm, and owning a percentage of an LLC that owns their office building. She also co-owns a management coaching and consulting C corp, rental property, is a trust beneficiary, and a member of bar associations.
Employment History
Current Registrations
MD Financial Advisors / Vestment Financial
Previous Registrations
MD Financial / Vestment Financial
Cetera Advisors LLC
Larson Financial Group, LLC
Summitalliance Advisors, L.L.C.
Qa3 Financial LLC
State Registrations5 states
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