Kathleen Browning-Ceicys
Kathleen Browning-Ceicys is a registered investment advisor at Wilson & Browning, INC., based in Pepper Pike, OH, with 26 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 42 clients with $19M 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 $150K | 1.25% |
| $150K - $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fee schedule is flexible, depending on circumstances.
Fee Estimator
Location
29425 Chagrin Blvd. #104, Pepper Pike, OH, 44122
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 →Other Business ActivitiesSells Insurance
Kathleen is the 100% owner of Wilson & Browning Inc., through which she offers life and health insurance.
Employment History
Current Registrations
Wilson & Browning, INC.
Previous Registrations
Prim Advisors, Incorporated
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.