Kathryn Mcdonald
Kathryn Mcdonald is a CFP-designated registered investment advisor at Baker Ellis Asset Management LLC, based in Ridgefield, WA, with 6 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 343 clients with $1B 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 | 1.50% |
Fees are 1.5% or less annually, determined by account size and investment objectives, and are negotiable.
Fee Estimator
Location
Ridgefield, WA
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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
Baker Ellis Asset Management LLC
Previous Registrations
Brighton Jones LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, 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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