Catherine Zieman is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 38 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
Catherine is a managing partner at High Pointe International Equestrian Tours, a travel agency, spending minimal time updating the website. She also works as a consultant to personal representatives, dedicating about a quarter of her time to educating them on their responsibilities.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Advisory Services Network
Fieldpoint Private Securities LLC
Neuberger Berman LLC
Neuberger Berman LLCBroker
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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