Katharine Earhart is a registered investment advisor at Fairlight Advisors, based in Oakland, CA, with 19 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $110M 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 $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Location
Oakland, CA
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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.
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Katharine is a managing partner at West Coast Angel Network (WeCAN), dedicating minimal time to educating limited partners and engaging with founders. She also worked as a visiting lecturer teaching a Nonprofit Finance class at The American University of Paris.
Employment History
Current Registrations
Fairlight Advisors
Previous Registrations
Alesco Advisors LLC
Blackrock Investments, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations3 states
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.