Katherine Mcgee is a registered investment advisor at Shepherd Street Advisors, based in Larkspur, CA, with 1 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 47 clients with $110M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees may be negotiable. The total blended fee, including Shepherd Street's fee and any Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
900 Larkspur Landing Circle, Suite 205, Larkspur, CA, 94939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shepherd Street Advisors
State Registrations2 states
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