Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Barrett Fries is a financial advisor with over 15 years of experience. Katherine is a CERTIFIED FINANCIAL PLANNER™ professional and provides financial planning and portfolio management services to individuals and high-net-worth individuals. Katherine is registered with the state of Maryland and California and is affiliated with THE Family Firm, Inc. The Family Firm, Inc., is a financial advisory firm that provides a variety of services to individual investors, including financial planning, investment management, and retirement planning. The firm is committed to providing personalized service to its clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/11/2005 - Present
THE Family Firm, Inc. (BETHESDA MD)
Active
Inactive
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