Katherine
Fonville
Covenant Wealth Advisors
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About this Advisor
Katherine Fonville is a financial advisor working out of Henrico, Virginia with 13 years of industry experience. Fonville is an employee of Covenant Wealth Advisors. They have worked at Covenant Wealth Advisors for their entire career. Fonville has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in California, Texas and Virginia. Covenant Wealth Advisors is a financial advisory company based out of Henrico, VA. It has a total of six people on staff. It manages $272 million in assets among its 785 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 785 client accounts, 53% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on the financial services provided. However, fee types billed by Covenant Wealth Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Covenant Wealth Advisors Brokerage Details
$271,739,012
6
785
$346,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Katherine Fonville Work History
Katherine has been registered as a financial advisor for 13 years.*
Fonville Wealth Management LLC (155221)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Fonville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Covenant Wealth Advisors
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
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