Kathryn Chase
Kathryn Chase is a CFP-designated registered investment advisor at Mardin Capital Group LLC, based in Portsmouth, NH, with 7 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Mardin Capital Group charges between $0 and $12,000 for a financial plan. The fee is determined and agreed upon in advance and is negotiable. The fee is waived for clients who implement the plan with assets in excess of $1,000,000, or individuals who agree to move at least $1,000,000 of investable assets to Mardin Capital Group now or upon retirement.
Location
875 Greenland Rd., Unit B10, Portsmouth, NH, 03801
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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 ActivitiesSells Insurance
Kathryn is a public notary for the LPL office, spending minimal time on this activity. She is also a licensed insurance agent through numerous insurance companies, dedicating minimal time to insurance-related activities.
Employment History
Current Registrations
Mardin Capital Group LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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.