Catherine White is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 6 years of industry experience. Catherine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
412 W Rivers Edge Dr, Provo, UT, 84604
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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 manages an Instagram page about zero-waste living and works as Operations Director for Hudson Oaks Wealth Management, a DBA for securities activities, full-time. She also works as a Notary Public and Operations Manager for Portside Wealth Group, dedicating minimal time outside of trading hours and about a quarter of her time during business hours.
Employment History
Current Registrations
Portside Wealth Group, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Townsquare Capital, LLC
Dfpg Investments, LLCBroker
Fidelity Brokerage Services LLCBroker
Synovus Securities, INC.
Synovus Securities, 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.
Exams
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