Catherine Fisher is a registered investment advisor at Core Advisory Group, based in Rock Hill, SC, with 1 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
744 Arden Lane, Suite 175, Rock Hill, SC, 29732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Core Advisory Group
State Registrations1 state
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