Katharine Burger is a registered investment advisor at Stonex Advisors INC., based in Brookville, IN, with 9 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
601 Main Street, Brookville, IN, 47012
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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.
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Katharine works as an office assistant providing customer service for Brad M. Tebbe, dedicating about half her time to this role. She also serves on the nominating committee for Farm Credit Mid-America, spending minimal time on this activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
State Registrations6 states
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