Katherine Im is a registered investment advisor at Wg Plan LLC, based in Mckinney, TX, with 4 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, Investment Management, and 2 more. Their firm serves 9 clients with $5M 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 $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Asset management fees are negotiable.
Fee Estimator
Location
7701 Eldorado Pkwy Ste 200, Mckinney, TX, 75070
Get directionsHistory
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 is an author with Katherine Publishings, dedicating minimal time each month. She also operates My Own Money P.C. as a DBA for her LPL business, committing full-time hours, and works as an agent for Borden Hamman Agency selling non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Wg Plan LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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.