Catherine Avery is a registered investment advisor at Caim LLC, based in Longboat Key, FL, with 19 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 3 more. Their firm serves 53 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAIM charges a quarterly fee, paid in advance, of up to 0.3125% (1.25% annually) of the value of your investments. The specific fee is negotiable. You'll also be responsible for typical third-party fees, such as custodian and brokerage fees.
Location
595 Bay Isles Road, Suite 210, Longboat Key, FL, 34228
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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 →Employment History
Current Registrations
Caim LLC
Previous Registrations
Hightower Advisors, LLC
Caim LLC
Feldstein, Steven DBA Steven Feldstein & Associates
Merrill Lynch Investment Managers LP
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.