Katherine Oliver
Katherine Oliver is a registered investment advisor at Investors Asset Management of Georgia INC, based in Atlanta, GA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $400M 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
7000 Peachtree Dunwoody Road, Bldg 9 Suite 200, Atlanta, GA, 30328
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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 involved with KIPP Metro Atlanta as part of the Development Committee, the Leukemia & Lymphoma Society as a candidate for woman of the year, and the Kristine Pettoni Foundation as an advisor. These activities involve fundraising and advising women on finance and take a few hours per week.
Employment History
Current Registrations
Investors Asset Management of Georgia INC
State Registrations1 state
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