Kathryn Ho is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in DuBois, PA, with 19 years of industry experience. Kathryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B 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 | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
630 Division Street, Suite 1, DuBois, PA, 15801
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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
Kathryn is a landlord for student housing in Clarion, PA through HKH LLC, dedicating minimal time to this. She also serves as Secretary for the DuBois Area Baseball Booster Club, spending minimal time taking minutes at meetings.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations32 states
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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