Kathleen Mcdermott
Kathleen Mcdermott is a registered investment advisor at Mcdermott Investment Advisors, LLC, based in Bethlehem, PA, with 21 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 618 clients with $200M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Family household accounts may be aggregated to determine breakpoints.
Fee Estimator
Location
44 East Broad Street, Suite 218, Bethlehem, PA, 18018
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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
Mcdermott Investment Advisors, 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.
Exams
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