Kathleen Focht is a registered investment advisor at Sapere Wealth Management, LLC, based in Matthews, NC, with 21 years of industry experience. 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. Their firm serves 252 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on legacy relationships, the amount of assets managed, related accounts, and pro bono work.
Fee Estimator
Location
130 Matthews Sta St #2A, Matthews, NC, 28501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sapere Wealth Management, LLC
State Registrations1 state
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