Kate Brown
Kate Brown is a CFP-designated registered investment advisor at Fort Washington Investment Advisors INC, based in Cincinnati, OH, with 16 years of industry experience. Kate operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,701 clients with $85B 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Non-discretionary Private Client Group accounts are generally charged $500 annually and are billed quarterly in advance, but these fees may vary depending on client circumstance.
Fee Estimator
Location
303 Broadway, Suite 1200, Cincinnati, OH, 45202
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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
Fort Washington Investment Advisors INC
Previous Registrations
Davis Wealth Management
Kuehl Shepherd Kozlowski & Associates, INC.
Wachovia Securities, LLC
Metlife Securities INC.
Waddell & Reed, INC.
State Registrations1 state
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.