Katelyn Sirrine is a registered investment advisor at Sevensuede Investment Advisor, based in Gilbert, AZ, with 7 years of industry experience. Katelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 130 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sevensuede Investment Advisor (SIA) offers a Manager of Managers program where your annual fee depends on the portfolio manager and/or custodial platform selected. This fee is a percentage of the assets managed:
- Up to $999,999: 2.25% - 2.50%
- $1,000,000 - $4,999,999: 2.00% - 2.25%
- $5,000,000 and above: 2.00%
There may be an additional $200 quarterly fee for all accounts with less than $100,000.
Location
Gilbert, AZ
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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
Katelyn is an active producer of life insurance and annuity products through Sevensuede Investments, LLC.
Employment History
Current Registrations
Sevensuede Investment Advisor
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.