Katie Geery is a CFP-designated registered investment advisor at Rise Private Wealth Management, based in Bedford, NH, with 7 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable. Additional third-party program or manager fees may apply.
Fee Estimator
Location
262 S. River Road, Suite 201, Bedford, NH, 03110
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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
Katie is a co-owner of Rise Tax Strategies, LLC, focused on tax preparation, and co-chair of Geery. She also manages her Ameriprise business and works as a financial advisor at RPWM Partners LLC, dedicating a few hours per week and about a third of her time, respectively.
Employment History
Current Registrations
Rise Private Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 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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