Katrena Shipp
Katrena Shipp is a registered investment advisor at Private Client Services, LLC, based in Shavano Park, TX, with 17 years of industry experience. Katrena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
3009 Napier Park, Shavano Park, TX, 78231
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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 ActivitiesSells Insurance
Katrena is a licensed insurance agent selling insurance products through Maridea Insurance Company, LLC. This activity involves insurance sales and implementation of insurance recommendations, taking about 10-20% of Katrena's time.
Employment History
Current Registrations
Private Client Services, LLCBroker
Maridea Wealth Management
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Fps Broker Services, INC.Broker
State Registrations4 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.
Exams
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