Katelyn Webster is a registered investment advisor at Vestmark Advisory Solutions, INC., based in Aliquippa, PA, with 2 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 32,047 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vestmark Advisory Solutions (VAS) provides services to financial advisors, who then use these services for their clients. The fees for these services are charged to the financial advisors, not directly to individual investors. These fees cover various services:
- Manager Model Delivery: 0 to 0.15%.
- Separate Account Management: 0 to 0.30%.
- Overlay Management: 0.04% to 0.20%.
- Direct Indexing: 0 to 0.30%.
- Manager Fees: 0.10% to 1.00%
Location
Aliquippa, PA
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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
Vestmark Advisory Solutions, INC.
Previous Registrations
Motley Fool Wealth Management, LLC
Vanguard Marketing CorporationBroker
State Registrations2 states
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