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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Spencer Archer is an Investment Advisor Representative at Cresset Asset Management, LLC. Katherine has been working in the financial services industry since August 2018. Katherine has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Katherine has specializations in various financial areas including: financial planning, investment management, and estate planning. Katherine has previously worked at Deutsche Bank Securities Inc., Deutsche Bank National Trust Co., and CH Investment Partners.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/05/2024 - Present
Cresset Asset Management, LLC (Dallas TX)
Active
Inactive
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