Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may vary based on client complexity, assets under management, anticipated future assets, related accounts, portfolio style, and reporting needs.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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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
Katherine is a Notary Public, commissioned through March 15, 2029, dedicating minimal time to this activity. She also works full-time as a Registered Investment Advisor (RIA) with Bernicke Wealth Management.
Employment History
Current Registrations
Bernicke Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Triad Advisors LLCBroker
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.