Katherine Osentoski is a CFP-designated registered investment advisor at Mkd Wealth, based in Troy, MI, with 1 years of industry experience. Katherine 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, Insurance Planning, and 2 more. Their firm serves 240 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MKD Wealth's investment management fees are based on a percentage of the value of your investments and will not exceed 1.75% per year. The fee varies depending on the investment strategy and the amount you invest. Fees are billed quarterly in advance. In limited circumstances, a client can choose to pay a flat fee for investment management services.
Location
1301 W. Long Lake Road, Suite 210, Troy, MI, 48098
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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 →Other Business ActivitiesSells Insurance
Katherine is an independent insurance agent licensed to sell life, disability, and long-term care insurance since 2019. She dedicates minimal time to this activity, less than one hour per month.
Employment History
Current Registrations
Mkd Wealth
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.