Cathryn Grange is a registered investment advisor at Watercolor Financial, based in Austin, TX, with 30 years of industry experience. Cathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $180M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts of $10,000,000 and up.
Fee Estimator
Location
9600 Great Hills Trail, Suite 150W, Austin, TX, 78759
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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
Cathryn is involved with several non-profit organizations, including Family Eldercare and Arc of the Capital Area, and serves as President of Charitable Gift Planners of Austin. She also serves on the investment committee for the Austin Texas Catholic Diocese Foundation and is the executor of an estate, dedicating a few hours per week to each of these investment-related activities.
Employment History
Current Registrations
Watercolor Financial
Previous Registrations
Northwest Asset Management
Lucien Stirling & Gray Advisory Group INC
Lucien, Stirling & Gray Financial CorporationBroker
State Registrations2 states
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