Cathryn Porter is a registered investment advisor at Hbw Advisory Services LLC, based in Brighton, MI, with 4 years of industry experience. Cathryn 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, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
134 West Main Street, Suite 100, Brighton, MI, 48116
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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
Cathryn works as an office manager for Bradford Financial Advisors, a financial advisory firm, dedicating about 20% of her time. She is also an insurance agent selling life insurance and assists in the creation of trusts for clients, spending minimal time on these activities. Cathryn is also the owner of CMP Tax Management LLC, where she does tax preparation and filing.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
State Registrations2 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.