Katharine Perry is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Pittsburgh, PA, with 11 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
381 Mansfield Avenue, Suite 300, Pittsburgh, PA, 15220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katharine is a board member for Junior Achievement of Western PA, dedicating minimal time to attending meetings and promoting financial literacy. She also works full-time as an associate advisor at Signature Wealth, assisting with planning and client service.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Cookson Peirce Wealth Management
Fort Pitt Capital Group, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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