Kathryn Brown
Kathryn Brown is a CFP, ChFC-designated registered investment advisor at Morton Brown Family Wealth LLC, based in Allentown, PA, with 23 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 259 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morton Brown Family Wealth charges an annual investment advisory fee based on a percentage of the value of your investments. The fee generally ranges from 0.50% to 1.25% of the assets they manage. The advisory fee is negotiable depending on factors such as the amount of assets, portfolio composition, and the complexity of the engagement.
Location
600 W. Hamilton Street, Suite 510, Allentown, PA, 18101
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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 sells fixed insurance products, dedicating minimal time to this activity. She is also involved with the Allentown Chamber of Commerce and Valley Youth House, and owns rental real estate.
Employment History
Current Registrations
Morton Brown Family Wealth LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Corbenic Partners, LLC
LPL Financial LLCBroker
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.