Catherine Seeber is a CFP-designated registered investment advisor at Captrust, based in Lewes, DE, with 21 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
Lewes, DE
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 Activities
Catherine is a board member at Goldey-Beacom College, focusing on strategic planning. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Captrust
Previous Registrations
Wescott Financial Advisory Group LLC
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.
Exams
More Advisors
- Stephen Gansler, ChFCJanney Montgomery Scott LLC
- John Owens, CFPBrooklyn Fi, LLC
- Susan Damask, CFPJanney Montgomery Scott LLC
- Orlando Ferrer, CFPSavant Wealth Management
- Kirsten Lopez, CFPMetz Capital Management LLC
- Shane Scott, CFPTurner Financial Group, INC.