Katie Corsetto
Katie Corsetto is a registered investment advisor at Woloshin Investment Management, LLC, based in Medford, NJ, with 13 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 410 clients with $180M 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 $500K | 1.97% |
| $500K - $1.0M | 1.87% |
| $1.0M - $2.0M | 1.77% |
| $2.0M - $3.0M | 1.67% |
| $3.0M - $4.0M | 1.57% |
| $4.0M - $5.0M | 1.47% |
| $5M+ | 1.37% |
All fees are negotiable at the firm's discretion. There is a minimum quarterly fee of $25 per account.
Fee Estimator
Location
40 North Main Street, Medford, NJ, 08055
Get directionsHistory
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
Katie is a life and health insurance agent, dedicating a few hours per week to sales and service. This activity occurs within securities trading hours.
Employment History
Current Registrations
Woloshin Investment Management, LLC
Previous Registrations
Mcadam LLC
Voya Financial Advisors, INC.
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.
Exams
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