Katherine Morosani is a CFP, ChFC-designated registered investment advisor at Sharp Financial, based in Horsham, PA, with 10 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 157 clients with $390M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each client’s circumstances, or with the inclusion of financial planning or other services. Fees are negotiable.
Fee Estimator
Location
100 Tournament Drive, Suite 310, Horsham, PA, 19044
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business Activities
Katherine is involved in several real estate ventures as a co-owner or landlord, and facilitates a networking group called Ladies Who Lunch. She also purchases Mary Kay cosmetics at a discount by being a "seller".
Employment History
Current Registrations
Sharp Financial
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Edward JonesBroker
Edward Jones
1st Global Advisors INC
1st Global Capital CORP.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations4 states
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.