Kathmere Capital Management, Llc
435 DEVON PARK DRIVE, Wayne, Pennsylvania 19087
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
fees may be based on a percentage of assets held in the Plan (e.g., 0.35% annually), on a fixed flat rate basis (e.g., a monthly, quarterly or annual retainer) or as hourly fees at pre-established rates as negotiated between the Plan and Kathmere Capital. Fees are payable in ad
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.