Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Milojevich is an Investment Advisor Representative at The Mather Group, LLC. Katie has been in the financial services industry since March 2005. She is a Certified Financial Planner. Katie is licensed in California, Illinois, and Washington. Katie and her firm specialize in providing financial planning, educational seminars and publication of periodicals, selection of other advisers, and portfolio management for individuals. The Mather Group, LLC is a fee-only registered investment advisor firm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of total net worth
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WA
11/12/2021 - Present
THE Mather Group, LLC (Bellevue WA)
Active
Inactive
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