Katharine Patrick
Katharine Patrick is a registered investment advisor at Core Capital Management and Research INC., based in Houston, TX, with 2 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 221 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Core Capital Management & Research (CCMR) charges a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 3.00%, depending on the size and complexity of the account. The specific fee is negotiable. You can choose to have fees deducted quarterly, semi-annually, or annually. CCMR also charges a $75 annual fee that is negotiable.
Location
3401 Allen Parkway, Houston, TX, 77019
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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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Katharine works as a professional fundraiser for Backswing Golf Events, raising money for charities since 2021. This takes about 10-20% of her time, including some time during trading hours.
Employment History
Current Registrations
Core Capital Management and Research INC.
State Registrations1 state
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