Kathryn Walsh
Kathryn Walsh is a registered investment advisor at Corbyn Investment Management INC, based in Lutherville, MD, with 11 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 456 clients with $980M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
For charitable accounts, a 20% discount is offered. A family fee structure aggregates related accounts for fee calculation purposes. If you are referred to Corbyn by another investment advisor, a flat fee of 0.70% applies. Fees may be negotiable.
Fee Estimator
Location
2330 West Joppa Road, Suite 108, Lutherville, MD, 21093
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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 Regional Sales Director at Corbyn Investment Management, Inc. and a Registered Representative with Quasar Distributors. These roles are investment-related and each take nearly a full-time commitment.
Employment History
Previous Registrations
Corbyn Investment Management INC
Clearbridge Investments, LLC
AXA Advisors, LLC
State Registrations18 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.