Katharine Boyer
Katharine Boyer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Louisville, KY, with 46 years of industry experience. Katharine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
600 North Hurstbourne Parkway, Suite 100, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2000Other Business Activities
Katharine is a board member of Critically Loved, an organization providing support to families with critically or chronically ill children. She assists with events, board meetings, and donations, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations25 states
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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