Katrina Whitlinger is a ChFC-designated registered investment advisor at Stella Maris Wealth, based in Greer, SC, with 7 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.20% |
| $5M+ | 1.10% |
The firm may maintain previously established fee arrangements for certain existing clients or establish different fee structures based on the nature and scope of services provided.
Fee Estimator
Location
Greer, SC
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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
Katrina works as an independent insurance agent, presenting clients with insurance or fixed annuities when appropriate. This activity takes about 10% of her time.
Employment History
Current Registrations
Stella Maris Wealth
Previous Registrations
The Fiduciary Alliance
Broadstreet Global Advisors, INC.
Edward Jones
Edward JonesBroker
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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