Claudia Fitch is a CFP-designated registered investment advisor at Fitch Financial Advisors LLC, based in San Francisco, CA, with 23 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.20% to 1% annually. All fees are negotiable.
Fee Estimator
Location
San Francisco, CA
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Regulatory 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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Claudia is the owner and managing principal of Fitch Financial Advisors LLC since 1985, focusing on tax preparation and representation. This activity takes between a few hours per week and more than full-time, with about half of the work occurring during trading hours.
Employment History
Current Registrations
Fitch Financial Advisors LLC
State Registrations1 state
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