Catherine Reese is a registered investment advisor at Envestnet Pmc, based in Berwyn, PA, with 22 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 2,241,364 clients with $610B 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 | 1.21% |
Program fees vary by portfolio type, ranging from 0.07% to 1.21% depending on the specific investment strategy selected. Fees do not include advisor fees or underlying fund expenses.
Fee Estimator
Location
1000 Chesterbrook Blvd, #250, Berwyn, PA, 19312
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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
Envestnet Pmc
Previous Registrations
Robustwealth, INC.
Hillview Capital Advisors, LLC
Nuveen Asset Management, LLC
Nuveen Fund Advisors, INC.
Rittenhouse Asset Management, 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.
Exams
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