Kathryn Hauer is a CFP-designated registered investment advisor at Wilson David Investment Advisors, based in Aiken, SC, with 11 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14 clients with $6.9M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K+ | 1.00% |
Fees are based on market value at the commencement of service and are payable quarterly.
Fee Estimator
Location
Aiken, SC
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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 →Other Business Activities
Kathryn provides editing services for Benzinga, a financial publication, since March 2021, dedicating nearly full-time hours to this. Since January 2012, she has also been an adjunct professor of business communications at Aiken Technical College, spending a few hours per week on this activity.
Employment History
Current Registrations
Wilson David Investment Advisors
Previous Registrations
Ellevest
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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