Advisor at McCollum Christoferson Group, LLC
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Firm
McCollum Christoferson Group, LLC
Location
Amherst, NY 14226-1263
Credentials
Series 63, Series 65
Industry experience
8 years
Katherine Christoferson is a financial advisor with McCollum Christoferson Group, LLC in Amherst, NY. She holds Series 63 and Series 65 licenses and has eight years of industry experience, having been with her current firm since 2015. McCollum Christoferson Group provides discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to guide investment decisions, primarily allocating to individual equities while incorporating ETFs and mutual funds as appropriate.
Fixed fees offered under select circumstances, specific amounts not stated.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Hourly fees offered under select circumstances, specific amounts not stated.
Account minimum: $500,000
500 Corporate Parkway, Suite 210
Amherst, NY 14226-1263
New York · Texas
McCollum Christoferson Group, LLC
2015 - Present (11 years)
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Is not active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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