Katherine Staten-Sneed
Katherine Staten-Sneed is a registered investment advisor at Acumen Wealth Advisors, LLC, based in Chattanooga, TN, with 5 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 271 clients with $590M 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 | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Subadvisor fees range from 0.10% to 0.75%. Some accounts may incur a platform fee of 0.04% per year (minimum $50) and an optional tax overlay service for 0.10% per year.
Fee Estimator
Location
250 Forest Avenue, Chattanooga, TN, 37405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Acumen Wealth Advisors, LLC
State Registrations1 state
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