Kathryn Lizotte
Kathryn Lizotte is a CFA, CFP-designated registered investment advisor at Western Wealth Management LLC, based in Edwards, CO, with 15 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 Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
137 Main St., Unit 0-203, Edwards, CO, 81632
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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 ActivitiesSells Insurance
Kathryn owns rental real estate and a business entity for tax/investment purposes. She is also an IAR providing investment advisory services through Western Wealth Management, LLC (full-time) and operates Aprisent Financial Group as a DBA for her LPL business (about a quarter of her time).
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Gps Wealth Strategies Group, LLC
Tcadvisors Network INC.Broker
Janus Distributors LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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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