Easan Katir
Easan Katir is a registered investment advisor at Easan Katir Wealth Management, based in Woodland, CA, with 28 years of industry experience. Easan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fee may be negotiable for a specific period.
Fee Estimator
Location
Woodland, CA
Get directionsHistory
Regulatory History (1)
Regulatory
October 1988Other Business Activities
Easan is a director of the Hindu American Foundation and an owner/consultant for Cornucopia Capital, LLC. He spends a few hours per week on each of these non-investment related activities, with Cornucopia Capital assisting businesses with acquisitions, financing, and staffing.
Employment History
Current Registrations
Easan Katir Wealth Management
Previous Registrations
Katir, Easan
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Easan Katir & CompanyBroker
Ty Ebright & Associates, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.