Cathleen Crews is a registered investment advisor at Orchid Advisory, based in Dallas, TX, with 11 years of industry experience. Cathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 15 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The specific fee will be agreed upon in the Advisory Agreement. Orchid may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee. The combined total of all advisory fees will not exceed 2.00%.
Fee Estimator
Location
4801 W Lovers Ln, Dallas, TX, 75209
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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 →Employment History
Current Registrations
Orchid Advisory
Previous Registrations
Matter Family Office
J.P. Morgan Securities LLCBroker
State Registrations1 state
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