Kathryn Edmunds
Kathryn Edmunds is a registered investment advisor at The Renn Wealth Management Group, INC., based in Atlanta, GA, with 29 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 74 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Renn Wealth Management Group offers several investment account options, each with its own fee schedule. The annual fee is based on a percentage of your portfolio and is paid quarterly in advance. The fee is calculated based on the value of your account on the last business day of the previous quarter.
Here are the different account options and their fees:
- AMBASSADOR Account: All-inclusive advisory fee with no additional transaction charges. Minimum account size is $25,000.
- Raymond James Consulting Services (RJCS): Access to portfolio managers. Minimum account size varies.
- FREEDOM: Fee-based asset allocation platform with mutual fund models. Minimum account size is $50,000.
- FREEDOM UMA: Fee-based asset allocation platform combining separately managed accounts and mutual funds. Minimum account size is $300,000.
All fees may be negotiable within the stated fee schedule.
Location
3535 Piedmont Road, Suite 450, Atlanta, GA, 30305
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
Kathryn is a licensed insurance agent since 2008, guiding clients on insurance needs and dedicating minimal time to this. She also works with The Renn Wealth Management Group as a financial advisor/IAR (about half her time) and as an officer/advisor for The Renn Wealth Management Group, Inc. (about a quarter of her time).
Employment History
Current Registrations
The Renn Wealth Management Group, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
The Robinson-Humphrey Company, LLCBroker
State Registrations14 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.