Katherine Wimmer is a CIC-designated registered investment advisor at Wimmer Associates LLC, based in Pasadena, CA, 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 Investment Management. Their firm serves 143 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wimmer Associates' fees are negotiable and can be a percentage of your portfolio, a flat fee, or a combination of both. The fee structure depends on factors like portfolio value, cost basis, meeting frequency, and account type. Wimmer Associates may also accept one-time projects related to investment services, billed at $480 per hour, but these projects do not include ongoing monitoring or advice.
Location
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wimmer Associates LLC
State Registrations1 state
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