Katie Ross is a CFP-designated registered investment advisor at Mcmahan Capital Management, based in Carmel, IN, with 8 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $120M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
316 West Main Street, Carmel, IN, 46032
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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
Mcmahan Capital Management
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Bkd Wealth Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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