Kathmere Capital Management, LLC

Kathmere Capital Management, LLC, established in July 2019, is a registered investment adviser based in Wayne, PA. The firm specializes in providing investment management, financial planning, and retirement plan consulting services. Acting as a fiduciary, Kathmere Capital places clients' interests first. The firm manages over $2.5 billion in assets on a discretionary basis, with an additional $624 million in pension consulting services. Clients receive tailored investment management services based on their financial situation, objectives, and risk tolerance. Kathmere Capital offers family office services covering various financial matters at no additional explicit charges. Financial planning and consulting services are available on a stand-alone fee basis, covering a range of topics. The firm also provides advisory and consulting services to corporate and non-profit retirement plans. Kathmere Capital may recommend private funds to qualified clients, with additional fees applicable. The firm's fee structure is based on a percentage of assets under management, with fees subject to negotiation based on individual circumstances. Clients are periodically reviewed to ensure their portfolios align with their objectives. Kathmere Capital does not vote proxies on behalf of clients and does not have custody of client assets. The firm has no disciplinary events to report and maintains a Code of Ethics to ensure client interests are prioritized.