Maria Kattan-Chrin
Maria Kattan-Chrin is a registered investment advisor at Circle Wealth Management, LLC, based in Sunny Isles, FL, with 19 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 6 more. Their firm serves 380 clients with $14B 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 | 0.85% |
Typical fees range from 0.24% to 0.85% per year. Fees are negotiable and vary based on factors such as account composition, complexity, and anticipated services.
Fee Estimator
Location
Sunny Isles, FL
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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.
Learn about disclosures →Other Business Activities
Since 2006, Maria has been the Vice Chair of Circle Financial Group, a membership organization for women investors. Maria dedicates a few hours per week to this activity.
Employment History
Current Registrations
Circle Wealth Management, LLC
State Registrations4 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.
Exams
More Advisors
- Maria Dontsis, CFPA.G.P / Alliance Global Partners