Katherine Gifford is a CFA-designated registered investment advisor at Klcm Advisors, INC., based in Milwaukee, WI, with 2 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 623 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.0% per year on equity assets and 0.6% on fixed-income securities managed. Existing clients' actual fees are based on the terms negotiated when those relationships were established. Management fees are negotiable and include fees based on a percentage of assets and fixed fees.
Fee Estimator
Location
330 E Kilbourn Avenue, Suite 1180, Milwaukee, WI, 53202-6615
Get directionsHistory
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
Klcm Advisors, 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.