Kathryn Starbuck
Kathryn Starbuck is a registered investment advisor at Advent Capital LLC, based in Roseville, CA, with 11 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 110 clients with $56M 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 $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Growth strategy is a flat fee of 1.25%.
Fee Estimator
Location
915 Highland Pointe Dr, Ste 250, Roseville, CA, 95678
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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 ActivitiesSells Insurance
Kathryn is a licensed Life/Health Insurance agent in California since 2001 and may offer clients advice or products from those activities. She also serves as a volunteer Trustee of Lutheran Church of the Resurrection endowment committee since 2017.
Employment History
Current Registrations
Advent Capital LLC
State Registrations1 state
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.