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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Stewart Everett is an Investment Advisor Representative with Captrust. Kristen has been in the industry for at least 10 years, and has passed the Series 65 exam. Kristen is registered in Massachusetts and Texas. Kristen's firm, Captrust, manages approximately $852 billion in assets for a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They provide a range of advisory services, including financial planning, portfolio management, and pension consulting.
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.
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.
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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MA
09/18/2020 - Present
Captrust (Boston MA)
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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