Catherine Hollingsworth
Catherine Hollingsworth is a registered investment advisor at Yukon Wealth Management, INC., based in Overland Park, KS, with 11 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 91 clients with $470M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum account size is $500,000, subject to change. Exceptions are made under certain circumstances.
Fee Estimator
Location
15050 Antioch Road, Suite 101, Overland Park, KS, 66221
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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
Catherine works part-time for Yukon Wealth Mgmt and spends the rest of her time on two accounting jobs. She does accounting work for a real estate developer (about 10-20% of her time) and for Todd Hill Homes (about a quarter of her time).
Employment History
Current Registrations
Yukon Wealth Management, INC.
State Registrations1 state
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