Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wasatch manages mutual funds, separate accounts, sub-advised funds, collective investment trusts and a private fund. Fees for separate accounts are negotiable and may vary from the typical fee schedules. Some clients may pay more or less than others receiving the same services. Wasatch also manages nine separate accounts which have performance fees. These accounts generally pay Wasatch a below-market management fee and then at the end of each performance period Wasatch is entitled to receive a performance fee if the account’s performance has exceeded the performance of an agreed upon benchmark.
Areas of Practice
Advisor Information
Office location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Catherine is a Director of Client Relations at Wasatch Advisors LP, dedicating nearly full-time hours to this role. She also serves as a Board Member for the National Honors Advisory Board for the University of Utah, spending minimal time on this non-investment related activity.