Katharine Christian
Katharine Christian is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, with 30 years of industry experience. Katharine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024
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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 →Other Business Activities
Katharine owns two rental properties since 2008, acting as a landlord and handling property maintenance. She dedicates minimal time to these activities.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
LPL Financial LLCBroker
Bbva Compass Investment Solutions, INCBroker
Park Avenue Securities LLCBroker
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Citigroup Global Markets INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
First Interstate Investments,inc.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
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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