Katherine Willis
Katherine Willis is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Norfolk, VA, with 23 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
150 W. Main Street, Suite 1500, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a Director, Secretary, and Treasurer for Gwaltney Realty Corp, a family real estate holding company, since 2019. She spends a few hours per week on property management, maintaining books and records, and finances.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Palladium Registered Investment Advisors
Bb&t Asset Management, INC.
State Registrations5 states
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