Katherine Kelliher
Katherine Kelliher is a registered investment advisor at Eagleclaw Capital Management LLC, based in Boston, MA, with 24 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 313 clients with $800M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may vary depending on client circumstances.
Fee Estimator
Location
One Federal Street, 19th Floor, Boston, MA, 02110
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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 →Employment History
Current Registrations
Eagleclaw Capital Management LLC
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
Gyroscope Capital Management Group LLC
Metlife Securities INC.Broker
Canaccord Genuity INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Guardian Investor Services LLCBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations2 states
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