Katherine Egbert
Katherine Egbert is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in McKees Rocks, PA, with 28 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
McKees Rocks, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine owns multiple real estate properties and is involved in several LLCs, including Egbert Enterprise, JK Holdings 2023, and Van Tassel, LLC. She also co-owns Legacy Wine & Spirits and has a natural gas lease, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations16 states
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