Kathryn Kreider
Kathryn Kreider is a registered investment advisor at Regal Bay Investment Group, LLC, based in Milwaukee, WI, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 146 clients with $48M 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 $250K | 1.70% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for Equity and Balanced Accounts. Fixed Investment Accounts are charged 0.50% on the first $2,000,000 and negotiable on amounts over $2,000,000.
Fee Estimator
Location
250 East Wisconsin Avenue, Suite 1500, Milwaukee, WI, 53202
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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 Activities
Kathryn is a volunteer board member for Vital Voices for Mental Health, a mental health advocacy organization, since July 2022. She attends approximately 6 meetings per year, dedicating minimal time to this activity.
Employment History
Current Registrations
Regal Bay Investment Group, LLC
Regal Securities, INC.
Regal Securities, INC.Broker
State Registrations3 states
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