Kathleen White
Kathleen White is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 29 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1609 West Main St., Russellville, AR, 72801
Get directionsHistory
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 ActivitiesSells Insurance
Kathleen is the owner and agent of Manzanita Insurance Agency, selling various health insurance plans. This activity, which is investment-related, takes up approximately 60 hours per month.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Allstate Financial Services, LLCBroker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Copeland Equities, INC.Broker
Sunamerica Securities, INC.Broker
Aegon USA Securities INC.Broker
Afs Brokerage, INC.Broker
Great Western Financial Securities CorporationBroker
Baraban Securities, INC.Broker
State Registrations5 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.