Katharine Wilmot
Katharine Wilmot is a registered investment advisor at Ameriprise Financial Services, LLC, based in Woodland, CA, with 6 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
431 Cleveland St, Ste 100, Woodland, CA, 95695
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katharine is a board member for Wilmot since 2018 and will be again starting in 2025. She is also an adult leader for Yolo County 4H since 2021, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations11 states
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