Katharine Morgan is a registered investment advisor at Kairos RIA, LLC, based in Cincinnati, OH, with 1 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 40 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
40 clients
Average Client Portfolio
$413K average
Assets Under Management
$16.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cincinnati, OH
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2026Employment History
Current Registrations
Kairos RIA, LLC
August 2026 - Present · 2 mos
Previous Registrations
LPL Financial LLCBroker
September 2025 - August 2026 · 11 mos
State Registrations2 states
NCOH
Advisor
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.
Exams
No exam information available for this advisor.
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