Katherine Steck
Katherine Steck is a registered investment advisor at Copia Wealth Management Advisors, INC., based in San Diego, CA, with 6 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $20M 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% |
This is CWMA's fee only and does not include the sub-advisor's fee. Combined fees can be up to 1.75% depending on the sub-advisor. Fees may be negotiable.
Fee Estimator
Location
2333 Camino Del Rio South,, Suite 240, San Diego, CA, 92108
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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
Katherine provides case management and support services for Copia Wealth Management and Insurance Services, an affiliated insurance company.
Employment History
Current Registrations
Copia Wealth Management Advisors, INC.
State Registrations3 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.