Katherine Derisson is a registered investment advisor at Fyvie Financial LLC, based in Omaha, NE, with 7 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 77 clients with $18M 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.70% |
These fees are for non-wrap accounts. Wrap account fees are higher. For accounts held outside of Altruist, Interactive Brokers, Charles Schwab, and Novia Global, FyFin uses Pontera, and fees are lower.
Fee Estimator
Location
Omaha, NE
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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 owns rental property in Great Yarmouth and co-owns Fempreneur Fair, an event showcasing female entrepreneurs. She also leads a FemCity Collective affiliate networking group, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Fyvie Financial LLC
Previous Registrations
Fyvie Financial LLC
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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