Katrina Butler
Katrina Butler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Houston - Memorial City, TX, with 8 years of industry experience. Katrina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
Location
945 Bunker Hill Rd, Suite 300, Houston - Memorial City, TX, 77024
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Regulatory History (1)
Criminal
December 2008Other Business Activities
Katrina is a sales consultant for Scentsy, dedicating minimal time to this non-investment related activity. She spends a few hours per week on this role.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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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