Kathryn Estes is a registered investment advisor at Scotia Partners, LLC, based in Spring City, PA, with 5 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Alpha Advantage strategy has a flat fee of 2.50% for any account size.
Fee Estimator
Location
Spring City, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Scotia Partners, LLC
Previous Registrations
Independent Financial Group, LLC
Scotia Partners, LLC
State Registrations1 state
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