Kathleen Mcdermott
Kathleen Mcdermott is a registered investment advisor at Mcdermott Investment Advisors, LLC, based in Bethlehem, PA, with 20 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 709 clients with $210M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable, especially for accounts over $2.5 million. Individual accounts established by several members of the same family/household may be aggregated and given a reduced rate.
Fee Estimator
Location
44 East Broad Street, Suite 218, Bethlehem, PA, 18018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
State Registrations1 state
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