Kathryn Lester
Kathryn Lester is a registered investment advisor at Axxcess Wealth Management, LLC, based in Charleston, WV, with 26 years of industry experience. Kathryn 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. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
500 Corporate Landing, Suite 201, Charleston, WV, 25311
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Regulatory History (1)
Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
Kathryn owns rental real estate and is a board member for a condominium and the Elk City Renewal Association. She is also on the finance committee for Blessed Sacrament Catholic Church and the investment/finance committee for the Diocese of Wheeling/Charleston, and sells insurance products, dedicating about 10% of her time to this activity.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
State Registrations2 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.