Katherine Sanders is a CFP-designated registered investment advisor at Foster Victor, based in Greenville, SC, with 7 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,612 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster Victor Wealth Advisors offers investment management services for a fee based on the value of your portfolio. There are different fee schedules depending on the type of investments:
- Intelligent Portfolios Program: Fees range from 0.40% to 0.80%.
- Fixed Income Investments: Fees range from 0.25% to 0.35%, and are negotiable above $20 million.
- Employer Sponsored Retirement Plan Accounts (using Pontera): Fees range from 0.50% to 0.75%.
- All Other Assets: Fees range from 0.50% to 1.50%.
- Ultra High Net Worth Clients (over $25 million): Fees range from 0.25% to 0.40%.
- Multi-Family Office Engagement: Fees range from 0.11% to 1.00%.
Additional fees apply for options strategies: 0.25% for downside protection (puts only) and 0.75% for all other option strategies.
Location
10 Toy Street, Suite 200, Greenville, SC, 29601
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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 Activities
Katherine is a notary public, notarizing documents since 2017. This activity requires minimal time.
Employment History
Current Registrations
Foster Victor
Previous Registrations
Madison Avenue Securities, LLCBroker
Capital Investment Group, INC.Broker
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.