Katherine Skurski is a CFA-designated registered investment advisor at Gulfstream Capital, based in Knoxville, TN, with 12 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 73 clients with $84M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. The F-4 Strategy has a flat 2% annual fee. Qualified clients may also pay a performance fee of 20% of the profit for a given quarter.
Fee Estimator
Location
5731 Lyons View Pike, Suite 214, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Katherine is the CFO of DT Management Partners, LLC, a company that manages a franchise of youth swimming schools. She dedicates a few hours per week to this role, handling bookkeeping, insurance maintenance, and financial reporting.
Employment History
Current Registrations
Gulfstream Capital
Previous Registrations
Moneyzen Wealth Management, LLC
State Registrations2 states
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