Katherine Petrelli
Katherine Petrelli is a registered investment advisor at National Wealth Management Group, LLC, based in Palm Coast, FL, with 24 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
Palm Coast, FL
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Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Katherine provides back office support to an advisor, spending about half her time on this. She also operates KJP Client Management Services for tax/investment purposes and is an IAR through National Wealth Management Group (NWMG), offering various consulting and wealth management services, dedicating about a quarter of her time to this. Finally, she has a DBA for her LPL business called Alpina Financial Consultants, dedicating nearly full-time hours.
Employment History
Current Registrations
National Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
National Wealth Management Group, LLC
LPL Financial LLC
Investment Advisors International, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.