Catharine Jorgensen is a registered investment advisor at Cap Six Advisors, based in Houston, TX, with 2 years of industry experience. Catharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cap Six charges an annual fee based on the size of your account. The fee does not exceed 0.72% per year, but may be lower depending on the circumstances. Fees are charged quarterly in advance. The advisory fees may be negotiable.
Location
1919 Decatur Street, Houston, TX, 77007-7636
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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.
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Catharine is a board member/director for Kleberg and Company Bankers Incorporated and King Ranch, Inc., and is involved in various holding companies for real estate and investments. She dedicates minimal time to each activity, mostly involving overseeing investments and reviewing filings.
Employment History
Current Registrations
Cap Six Advisors
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.