Katherine Martin is a CFP-designated registered investment advisor at Cahaba Wealth Management, INC., based in Birmingham, AL, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 854 clients with $1.6B 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Cahaba may make exceptions to the fee schedule or negotiate special fee arrangements at its discretion. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
3800 Colonnade Parkway, Suite 630, Birmingham, AL, 35243
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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 →Employment History
Current Registrations
Cahaba Wealth Management, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Triad Advisors, INC.Broker
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.