Katie Rosenthal is a registered investment advisor at Northern Monarch Capital LLC, based in Fox Island, WA. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The fee schedule is fixed, meaning all assets are charged the same annual fee of 1.25%.
Fee Estimator
Location
Fox Island, WA
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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.
Learn about disclosures →Other Business Activities
Katie is a media director at Campfire Collective, managing and buying offline media since January 2022. This activity requires a few hours per week.
Employment History
Current Registrations
Northern Monarch Capital LLC
State Registrations2 states
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.