Katherine Alepa
Katherine Alepa is a CFP-designated registered investment advisor at Ithaka Financial Planning, LLC, based in Holly Springs, NC, with 10 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 49 clients with $81M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Ithaka will never charge a fee greater than 3% of assets under management for Portfolio Management services. Investment advisory fees/portfolio management fees above 2% of assets under management exceeds the industry norm.
Fee Estimator
Location
Holly Springs, NC
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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
Ithaka Financial Planning, LLC
Previous Registrations
Financial Planning Group, INC.
State Registrations5 states
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