Katherine Fox is a CFP-designated registered investment advisor at Sunnybranch Wealth LLC, based in Portland, OR, with 6 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 27 clients with $17M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fees negotiable for accounts over $20,000,001. For Investment Management Services (less than $1,000,000 in investable assets), the fee is 1% of the client’s assets under management.
Fee Estimator
Contact
Katherine Fox
Location
Portland, OR
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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 the Founder of Sunnybranch Philanthropy LLC, a firm providing philanthropic advice and guidance, dedicating minimal time. She also works as a Consultant for theSkimm, Inc., writing articles on financial planning and charitable giving, also dedicating minimal time.
Employment History
Current Registrations
Sunnybranch Wealth LLC
Previous Registrations
Arnerich Massena, INC.
Arnerich Massena, INC.
State Registrations4 states
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Exams
Additional Information
I’ve always loved talking about money.