Kathryn Higgins is a registered investment advisor at Wrenn House Investments LLC, based in Winston Salem, NC, with 10 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 31 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wrenn House Investments charges an annual fee based on the amount of your portfolio.
For non-wrap accounts (where you pay transaction costs):
- $0 to $5,000: $0
- $5,001 to $10,000: $50 fixed annual fee
For wrap accounts (where Wrenn House Investments pays transaction costs):
- $10,001 and up: 0.85% per year
Fees are negotiable based on factors like client type, complexity, and potential for additional deposits.
Location
1336 Ashley Square, Winston Salem, NC, 27103-2949
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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 prepares federal and state tax returns through K P Higgins CPA PLLC. This activity takes about half of Kathryn's time.
Employment History
Current Registrations
Wrenn House Investments LLC
Previous Registrations
Dixon & Company Wealth Management, 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.