Katherine Stellar
Katherine Stellar is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 27 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
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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.
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Katherine operates her LPL business under the DBA Stellar Wealth Advisors and is also associated with Golden State Wealth Management, LLC. She dedicates full-time hours to Stellar Wealth Advisors and about a quarter of her time to Golden State Wealth Management, providing investment advice and financial planning services.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations10 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.