Katherine Abernathy
Katherine Abernathy is a registered investment advisor at Wealth Pro Advisors, INC., based in Sarasota, FL, with 12 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 205 clients with $310M 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 - $4.0M | 1.10% |
| $4.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
2381 Fruitville Road, Sarasota, FL, 34237
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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 →Other Business Activities
Katherine works as a registered assistant at Comprehensive Asset Management & Servicing, Inc. since 2014. Since 2020, she has also been a financial advisor at Wealth Pro Advisors, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wealth Pro Advisors, INC.
Apw Capital, INC.Broker
Previous Registrations
Truvestments Capital LLC
Morgan Stanley Dw INC.Broker
State Registrations1 state
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