Advisor at Core Advisory Group
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Firm
Core Advisory Group
Location
Charlotte, NC 28210
Credentials
Series 65
Industry experience
1 year
Catherine Fisher is a financial advisor at CORE Advisory Group with a Series 65 license and one year of industry experience. Her prior roles include positions at LPL Financial and Atrium Health, as well as work as a private nanny. CORE Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm manages approximately $297 million in assets with a team of ten advisors, offering discretionary asset management, financial planning, and retirement-plan consulting through a range of portfolio strategies and platform solutions.
Based on Core Advisory Group
Based on Core Advisory Group
Fixed fees for financial planning services ranging from $0 to $15,000, negotiable based on complexity and client needs.
$0+: up to 2.0% annually (non-wrap fee basis, maximum) $0+: up to 2.5% annually (wrap fee program maximum)
Advisory representatives may also receive commissions from sales of insurance and brokerage products, but CORE primarily operates on a fee-only basis for advisory services.
Up to $500 per hour for financial planning and consulting services, negotiable.
WealthVision maintenance fee typically $25 per month, negotiable.
Account minimum: $5,000 Fee-only: Advisory fees negotiated up to a maximum of 2.0% annually for non-wrap accounts; wrap fee program fees up to 2.5% annually (includes transaction costs). Financial planning fees charged hourly up to $500/hour or flat fees up to $15,000.
6100 Fairview Road, Suite 1142
Charlotte, NC 28210
North Carolina
CORE Advisory Group
2024 - Present (2 years)
LPL Financial
2022 - Present (4 years)
Atrium Health
2022 - 2022 (1 year)
Private Nanny
2020 - 2022 (2 years)
Unemployed
2019 - 2020 (1 year)
Appalachian State University & STEPS Academy
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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