Katherine Hollenbeck is a CFA, CFP-designated registered investment advisor at Keen Capital, LTD, based in Chapin, SC, with 16 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 113 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keen Capital's investment management fees are paid quarterly and based on the average daily balance of your account. The fees will not exceed 1.25% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Keen Capital. Wealth management fees, which include financial planning, will not exceed 2.00% annually.
Location
510 Lexington Avenue, Suite 101, Chapin, SC, 29036
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Regulatory History (1)
Customer Dispute
February 2012Other Business Activities
Katherine is the President and CEO of CFA Society South Carolina, a non-profit professional organization, since July 2024. She dedicates about 10-20% of her time to overseeing the planning and administration of the society's activities.
Employment History
Current Registrations
Keen Capital, LTD
Previous Registrations
Je Wilson Advisors, LLC
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.