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KM
KM

Kathleen Kovacs Mcdermott

Mcdermott Investment Advisors, LLC
20 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Mcdermott Investment Advisors, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
709 clients
Average Client Portfolio
$298K average
Assets Under Management
$211.0M

Fee Structure

Minimum Investment:$100K

Location

44 East Broad Street, Suite 218, Bethlehem, PA, 18018

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
March 2005 - Present · 20 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.